Personal Financial Planner

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Taxes On Your Investments

Investments that you hold for less than a year are taxed as ordinary income. Investments that you hold longer than one year are taxed at a lower rate.

WBZ NewsRadio 1030–02/19/2015

Refund Money, Taxes, Contributions

Tax Education Credits and Deductions

College is very expensive, but Congress and the IRS have given us a few ways to offset education costs.

WBZ NewsRadio 1030–02/18/2015

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Tax Deductions And Credits

Tax deductions lower your taxable income. Tax credits provide a dollar-for dollar reduction of your income tax liability.

WBZ NewsRadio 1030–02/17/2015

(Photo by Tim Boyle/Getty Images)

Your First Step In Tax Prep

The tax information has begun to arrive, so open those envelopes!

WBZ NewsRadio 1030–02/16/2015

Online Dating Over 50

The online dating services have begun to pay attention to the 76 million boomers out there who may be looking for a valentine.

WBZ NewsRadio 1030–02/13/2015

Photo Credit Thinkstock

Online Valentines

This is big business. Over $2 Billion a year is spent looking for a date or a mate.

WBZ NewsRadio 1030–02/12/2015

Chocolate

A Sweet Tooth Cupid

Valentine’s Day is synonymous with chocolate, and chocolate is big business.

WBZ NewsRadio 1030–02/11/2015

Raspberry Jam

Playing Cupid From The Heart

I do think you can play cupid on the cheap this Valentine’s Day and still make it special.

WBZ NewsRadio 1030–02/10/2015

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The KISS Principle

I thought it was time again to do a week on being a cheap cupid. Certainly more fun than tax preparation.

WBZ NewsRadio 1030–02/09/2015

Social Security, Checks, Retirement

What Women Need To Know About Social Security

With longer life expectancies than men, women will live more years in retirement and have a greater chance of exhausting other sources of income.

WBZ NewsRadio 1030–02/06/2015

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