April 12 ,2014 – Tax Issues, Portfolio Strategies, and Listener Questions

Chris flies solo on this week’s edition of “Something More.” As the tax deadline looms, he talks about tax information and issues, as well as things you can do now to be better planned and organized to file next year’s return. Chris also offers market commentary, ideas for portfolio strategies, and answers listener questions.

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Filing Your 2013 Federal Income Tax Return

For most people, the due date for filing a 2013 federal income tax return is April 15, 2014. Here are a few things to keep in mind this filing season.

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Plan Now for a Year-End Investment Review

You might not enjoy sitting down to do year-end investment planning, but at least this fall you can make plans with greater certainty. For the last three years, investment planning has meant trying to anticipate possible changes in tax law; for tax year 2013 and beyond, you know for sure how income, capital gains, and qualifying dividends will be taxed. That gives you an opportunity to fine-tune your long-term planning, or to develop a plan if you’ve postponed doing so. Here are some factors to keep in mind as the year winds down.

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March 30, 2013 – Tax Preparation Tips


Chris is joined this week by Jack Hachey and Herb Montgomery, two sponsors of the show, to chat about tax preparation. Both guests offer ideas and reminders for successful tax preparation. Chris also talks about upcoming seminars and the Red Cross Heroes Breakfast. All that, the market report, and Mike Burton and the Mortgage Minute on this week’s Something More.

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Estate Planning Basics

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.

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