Money Management Articles

Investments

Retaining personal financial records: What do you need to keep and for how long? - 5/14/2013
Does looking at overflowing filing cabinets of bank statements and boxes of old check stubs make you want to start a bonfire in your backyard? Before you grab the lighter fluid and matches, make sure you know what you can torch and what you need to keep.

Choosing a financial services provider - 4/14/2013
April is Financial Literacy Month, so it’s the perfect time to evaluate your personal financial plan and identify what areas of your strategy are doing well and what areas may need some change. Creating a personal financial plan is an important part of developing and maintaining your long-term financial security.

Financial literacy education at work - 4/14/2013
The economy may be showing signs of improvement, but research shows employees are still not confident about their own financial situations.

The American Taxpayer Relief Act: What it means to your wallet - 2/14/2013
President Obama signed what is now the American Taxpayer Relief Act of 2012 (ATRA) into law on Jan. 2, 2013, preserving most of the George W. Bush-era tax cuts and extending many other lapsed provisions. According to the Minnesota Society of Certified Public Accountants (MNCPA), the ATRA contains provisions that impact nearly every taxpayer, not just the high earners.  Don’t miss out on some of these now-permanent deductions that could help lower your tax liability.

Getting organized for tax season - 2/13/2013
Here are some simple steps you can take now to get your tax documents organized so you’re not in panic mode this April. Your income, deductions and expenses, and investment documents all have a home in this easy-to-use and easy-to-maintain filing system.

Need help sticking to your financial New Year's resolutions? - 1/31/2013
A recent survey by Harris Interactive found that the top financial goals for 2013 are paying down or eliminating credit card debt, increasing emergency savings or planning for retirement, yet over the past five years 43 percent have failed to achieve these goals. If this sounds familiar, the Minnesota Society of Certified Public Accountants (MNCPA) offers these practical tips for getting your financial house in order.

Financial considerations for retirement relocation - 5/31/2011
This year, the first of the nation’s 78 million baby boomers will begin turning 65. Once they stop working and no longer need to live in their current location for professional reasons, many retirees consider pulling up stakes and moving.

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