I was quoted in the July 2011 issue of Money Magazine for their featured section on finding Faster, Better or Cheaper personal finance strategies. They asked for a balanced, one-stop mutual fund that was fast and easy to set up. … Read More
Melissa Ezarik recently interviewed me for her article Post-Wedding Spending: Gift Money Matters on GetCurrency.com. The article focuses on taking a common sense approach –without feeling deprived — when deciding how to use gifts of money from your wedding. You … Read More
I’m attending the inaugural Women in Business Conference at Kent State University on Thursday, March 10, 2011. You can learn more about the event here. If you plan to attend, please stop by the Kinkelaar & Associates Financial Planning table … Read More
In late 2010, Congress reunified the estate tax, gift tax and generation-skipping tax (GST), giving them all top rates of 35% with $5 million lifetime individual exemptions.1 In addition, the estate and gift tax exemptions are now portable between married … Read More
For two-and-a-half years, economists and housing industry analysts have wondered what would happen with Fannie Mae and Freddie Mac. On February 11, they received some answers: the Obama administration announced plans to shut down both of the troubled mortgage giants … Read More
Turmoil in the Middle East didn’t stop U.S. stocks from posting a sizable January advance. The S&P 500 rose 2.26% on the month and the Dow and NASDAQ posted strong gains as well. We received encouraging news about home sales, … Read More