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Personal Wealthbuilders is on a mission to help everyone create wealth and have their money work for them. Your hosts Kathleen Sindell, Ph.D. and Tim Wesling, CPF will help you get on the road to financial freedom. Kathleen Sindell, Ph.D. is the author of “Investing Online for Dummies, Edtions 1-5” and teaches Personal Wealth Management at the Johns Hopkins Carey School of Business. Tim Wesling, CFP is the President of Wesling Financial where he advises individuals on the very best ways to m ...
Most people focus on financial planning for themselves because they have a particular problem (or goal) in mind. Solving this financial problem requires a financial planning process to solve it. This often draws other financial categories into the process and results in a more comprehensive look at the household.…
For estate planning this year, 2010, is unique due to changes in the tax laws. Listen in to get the details about how these changes can affect you. Find out what you can do make certain that your tax planning is on course for your spouse and inheritors.Από τον Archive
Personal finance for individuals is getting more complicated every day. Look into how simple and complex trusts can assist your family in meeting its financial goals and objectives. Discover the benefits of a life insurance trust. Find out if you are a candidate for a living trust.Από τον Archive
Get the facts about the “Kiddie Tax”. Find out how you can easily calculate what the tax liability if for your child and what you can do to reduce your child’s taxes. Discover how parents can take tax deductions for dependent children even if the student(s) do not live at home. (Originally broadcast 5/18/2010).…
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Personal Wealthbuilders
A reverse mortgage supplies borrowed funds based on the market value of the house and age of the borrower. Reverse mortgages are often touted as the solution for older Americans who didn’t save for retirement. Find out if this is the solution for you or if you should stay clear of this approach to planning. (Originally broadcast 5/11/2010)…
Discover how the American Opportunity Tax Credit (formerly called Hope Scholarship Credit) and the Lifetime Learning Credit can lower your taxes. See how different types of student loans can fund your child’s college education regardless of how much you earn. (Originally broadcast 5/4/2010)Από τον Archive
Did you lose a portion or all of your retirement benefits in your divorce? What can you do now to make up the difference? Listen in and become aware of the alternative retirement funding strategies that are available to you.Από τον Archive
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Personal Wealthbuilders
Now that you are divorced who takes the tax deduction for the children? Can you deduct your alimony and child support payments? Why should you be wary of “front-loaded” alimony payments? Get answers to these questions and more.Από τον Archive
Many people want to take advantage of today’s low interest rates but are surprised when they are turned down for a mortgage. Discover how the “credit crunch” has affected home buying and what you can do about it.Από τον Archive
Most people want to save but find themselves with no money at the end of the pay period. Discover effective ways that you can overcome this problem and increase your savings. See how you can use formal and informal budgets to start tracking those “money leaks”. Become aware of clever ways to get on the road to a healthy savings account.…
