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Research suggests that creating an annual budget instead of a monthly one works best, largely because we feel less confident in our annual estimates, so we tend to add more cushioning for unexpected expenses.

Presentation by Thomas D. Mauriello, Esq. Securities and investment disputes.

According to a recent study published in Science magazine, if you’re poor and mismanage your money, you may be very capable of making good financial decisions.

The NAPFA Comprehensive Financial Planning Diagnostic: Helping consumers understand what comprises truly comprehensive financial planning.

Marketing Flyer – Tucson

Thanks to the $5 million federal estate tax exemption for those who die in 2011 or 2012, most folks are not exposed to the federal estate tax right now.

Stepped-up basis is the term used to describe the basis of property that a taxpayer receives from a decedent under the Internal Revenue Code § 1014(a).

From WSJ “Your Money Matters: Getting going”.

When someone dies, heirs can be surprised to learn what the estate holds for them. They aren’t alone, either: Estates are often shrouded in some mystery even for the people who plan and manage them.

In the estate planning area of the law two certifications are available to attorneys.