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Randall Fisher
Dec 8, 20091 min read
Another year-end planning tip
If someone is age 70 1/2 or older and considering a charitable gift, they should look to their IRA as a source of income. They can make a...
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Randall Fisher
Dec 7, 20092 min read
Some tips for dealing with retirement funds
Here are some year-end tips for dealing with retirement funds and retirement fund issues. You want to think these issues through in...
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Randall Fisher
Dec 4, 20091 min read
A financial planning strategy before year end
Find out if you carried over any losses from the sale of investments last year. Use this information to determine if you want to use...
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