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Archive for the ‘Tax Planning’ Category

Mother's Day Gifts: Make Mom More Financially Savvy for $15

Wednesday, May 6th, 2009

Subscribe your mom to the Women’s Institute for a Secure Retirement’s quarterly financial newsletter Wiserwomen. The web site and the newsletter- developed by the non profit WISER – covers money,investment basics, IRAS, social security, health, widowhood, and pensions. Check out the online budgeting worksheet to build a new budget.

Posted in financial resources, Questions and Answers, Tax Planning, Uncategorized | No Comments »

Caregiver Support: Better Tax Planning Resources for a Newly Widowed Parent

Wednesday, April 15th, 2009

For better tax planning strategies to assist your newly widowed parent or your family check out AARP’s Finance Guide, AARP’s  Tax-Aide, the section for widowed spouses of the American Institute for Economic Research’s “How to Avoid Financial Triangles”, the medical bill manager Medical Expense Manager (by the makers of Quicken) or Turbo Tax’s Its Deductible to help track and price (uses Ebay pricing) all your donations.

Posted in Moving Mom or Dad, Tax Planning, Top Tips | No Comments »

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