Lil Duck Duck » finance Archives – Lil’ Duck Duck

Family Finance Goals – Charitable Giving Donations

Grandma Duck — Mon, 01 Dec 2008 09:24:03 +0000

A time for giving – the holiday season. This is the time to review your charitable giving for the year and consider a year end gift before the tax year is complete. There are many worthy organizations – which one(s) hold a special place in your life and heart? This is most rewarding personally plus [...]

Family Finance Goals – Estate Planning & Wills

MamaDuck — Sat, 01 Nov 2008 09:28:50 +0000

Do you have your estate planning completed? If not, your state and federal government have done it for you – and you might not like how they have arranged your personal affairs. Scary thought isn’t it? Especially if you have children. This is an emotionally charged issue with many of us, but please do not [...]

Family Finance Goals – Employer Insurance Benefits

Grandma Duck — Wed, 01 Oct 2008 09:27:34 +0000

This is the month I dread. Many of the financial tasks have been satisfying, but I will admit this is not for me..but we will do it anyway! This is the month your employer distributes the insurance information with all the options listed. Your task is to seriously look it over. Consider the choices for [...]

Family Finance Goals – Saving For College

MamaDuck — Mon, 01 Sep 2008 09:15:22 +0000

The theme for September is Back to School. For those of you with children with college ahead, start saving now. For relatives who would like to contribute, using part of the birthday or Christmas gift money possibly (worth a try), you will need to set up a college savings plan. To research the saving plans [...]

Family Finance Goals – Reading for Self-Improvement

Grandma Duck — Fri, 01 Aug 2008 08:00:47 +0000

Summer time…reading on the beach… improving yourself and preparing for the fall season is a great topic for one of your books. A trip to your local bookstore or public library will offer you many choices in the personal and financial aspects of your life. What areas are you wanting to improve in the later [...]

Family Finance Goals – Rebalancing Checkup

Grandma Duck — Tue, 01 Jul 2008 09:19:49 +0000

Where have the months gone? It is mid-year and we have a financial check-up for this month. Rebalancing can make a substantial difference in your rate of return on your investments – especially protecting in a downturn. Once you have decided your mix of stocks, bonds and cash, check all accounts and make any rebalance [...]

Family Finance Goals – Research Bank Services

Grandma Duck — Sun, 01 Jun 2008 09:18:36 +0000

Do bank fees make you angry? That is a real hot button for me so I can’t wait to do the task for this month! Are you happy with your bank and their service? It is time to research the services that credit unions, banks and on line banks have to offer you. Decide which [...]

Family Finance Goals – Review Home & Auto Insurance Needs

Grandma Duck — Thu, 01 May 2008 09:17:30 +0000

With home prices lower than in previous times in many areas of the country, you might not think about the cost of replacing your home should there be destruction of your house. Your task this month is to set an appointment with your insurance agent to review your insurance needs. This isn’t a ploy to [...]

Top 13 Tax Procrastinating Cities in America

MamaDuck — Wed, 09 Apr 2008 22:43:51 +0000

With the tax deadline of April 15 right around the corner, Intuit (NASDAQ: INTU), the maker of TurboTax products, again tallied last-minute online tax filings to find out which American cities are the biggest procrastinators when it comes to filing federal income tax returns. The following list includes the TOP 13 TAX PROCRASTINATING CITIES IN [...]

Family Finance Goals – Review & Simplify Accounts

Grandma Duck — Wed, 02 Apr 2008 05:00:16 +0000

Tired of all the paperwork and confusion when looking over your savings, investments and retirement accounts? It is so easy to just give up, but it is not the wisest to your pocketbook. This month is the time to review and simplify your financial accounts. Do you have multiple mutual funds? Most importantly, look at [...]