Archive for January 2012

SEP IRA Basics

SEP IRA Basics

What is a SEP IRA? An SEP-IRA is a variation of the traditional IRA and is used by small businesses to provide retirement benefits for its business owners and their employees. SEP-IRAs do not require the start up costs that conventional retirement plans have and allows contributions […]

SIMPLE IRA Basics

SIMPLE IRA Basics

What is a SIMPLE IRA? A SIMPLE IRA is a tax-favored retirement plan that certain small employers and the self employed alike can set up for the benefit of they’re employees or when talking about the self-employed, can set up to benefit themselves.  SIMPLE IRAs are written […]

Financial Literacy Discussion at Taziki’s Mediterranean Cafe

Financial Literacy Discussion at Taziki’s Mediterranean Cafe

I will be conducting a financial literacy discussion at the Taziki’s Mediterranean Cafe (See Google Map Below) on January 31, 2012, from 5:30 – 6:30 pm. Immediately, after the financial literacy discussion, I will be signing books as well. The owner of Taziki’s Mediterranean Cafe indicated that […]

Traditional IRA Basics

Traditional IRA Basics

What is a Traditional IRA? A traditional IRA is an IRA that is not either a SIMPLE IRA or Roth IRA. They have two main advantages for investment and those are 1.) You can deduct some and sometimes all contributions to it, which just depends on your […]

ROTH IRA Basics

ROTH IRA Basics

What is a Roth IRA? A Roth IRA is an individual retirement plan that provides more flexibility than a traditional IRA.  The Roth IRA offers many advantages over a traditional IRA but has an income limit that is based off your filing status.  Roth IRAs are a […]

Attending Delaware Authors and Audiences Event

Attending Delaware Authors and Audiences Event

On Saturday, April 28th from 1:00 to 3:00 p.m., I will be available for book signings, sales, and discussion at the Kent County Public Library as part of their Delaware Authors and Audiences Event. Directions View Larger Map

Discussing E.I. at Panera Bread

Discussing E.I. at Panera Bread

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