Archive - April 29, 2010

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4 Steps to Managing Your Credit Cards
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15 Facts About Amending Your Tax Return

4 Steps to Managing Your Credit Cards

Apr 29 2010
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Kimberly J. Howard, CFP®, CRPC®, ADPA®

Kimberly J. Howard, CFP®, CRPC®, ADPA® is the founder and owner of KJH Financial Services in Newton MA and Denver CO. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning.

Kimberly holds a Master of Science degree in Computer Science Information Management from Boston University. She earned a Bachelor of Science degree in Mathematics and Physical Education from Stephen F. Austin University in Texas. She attended Boston University for her Certification in Financial Planning and H&R Block for Tax Preparation Certification.

Kimberly is currently an adjunct faculty member at MetroState University where she teaches General Financial Planning Principles, Income Tax, Retirement Planning and Estate Planning. She is a past adjunct faculty member at Boston University and The College for Financial Planning.

Kimberly is a member of the Financial Planning Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). She was named to the Metropolitan Who's Who Among Executive and Professional Women. She is an expert Advisor for Nerdwallet, BrightScope, Morningstar, and FiGuide.

Kimberly promotes a life planning approach with a balanced work/life style. She is active in sports including cycling, golf, skiing, and hiking.

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As new credit card regulations go into effect, it’s important to still follow some basic practices.

1) Start with the “need versus want” outlook for your purchases. For example, you “need” food for Fido the dog, but you “want” the rhinestone dog collar. Think before you use the credit card to fulfill a “want.”

2) Although credit cards are a convenient way to pay or to delay payments, paying in full each month is crucial. When you carry have a balance – and especially if you miss a payment – the cost of the item will be inflated. A missed

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15 Facts About Amending Your Tax Return

Apr 29 2010
Browse archives for April 29, 2010
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Jim Blankenship, CFP®, EA

Jim Blankenship is the founder and principal of Blankenship Financial Planning, Ltd., a financial planning firm providing hourly, as-needed financial planning and advice. A financial services professional for over 25 years, Jim is a CFP professional and has earned the Enrolled Agent designation, a designation that qualifies him as enrolled to practice before the IRS. Jim is also a NAPFA-registered financial advisor, which designates him as a Fee-Only Financial Advisor.

An IRA Owner's Manual
A Social Security Owner's Manual

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For a multitude of reasons, many times it’s necessary to file an amended tax return.  It could be that you received additional information contrary to what you originally used for your return… or maybe the IRS sent you a notice about something that needs clarification.  Or, possibly you are taking advantage of a credit that can be used retroactively, like the first-time homebuyer’s credit. Whatever the reason, you need to file an amendment.  This isn’t usually a big deal, especially with software-driven return preparation – but there are a few things you should know about your amended return.

Ten Facts

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