The Bank Roll®

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The Importance of Being an Effective Networker

04/17/2012

Most Small Business Owners (SBOs) rely on confidantes or advisors to consult with when making a critical business decision. But how do they determine who is an advisor? For some, a paid partner like an accountant or an attorney [. . .]

Help Set Your Children Up for Financial Success

04/12/2012

While my husband and I are both gainfully employed, my little girl will never have a trust fund. She will not be getting a brand new car for her 16th birthday. [. . .]

IRA Tax Deduction, It’s Not Too Late

04/09/2012

The deadline for filing your taxes is fast approaching. One tactic you might not have thought of can help you save for retirement and provide you with a deduction. [. . .]

A Financial Travel Checklist

04/04/2012

You’ve placed your liquids, gels and aerosols  into a single, quart-size, zip-top, clear plastic bag. You’ve packed your swimsuit and are ready to go on that long awaited vacation, but have you called your bank? [. . .]

Couponing 101

04/02/2012

When I was a kid I used to help my Mom with the grocery shopping. She’d clip coupons on an occasional basis. I was fascinated at the thought of buying more for less thanks to those magical pieces of paper. [. . .]

Don’t Be Afraid of Your Bank

03/30/2012

It is embarrassing to admit, but for years I was terrified of banks. There is actually a technical term for this phobia. [. . .]

STEALTH INFLATION: The Case of the Missing Sausage

03/28/2012

Doesn’t it really annoy you to discover that the manufacturer has reduced the weight of your favorite box of cookies or brand of coffee as a sneaky way of raising the price? This is truly stealth inflation . [. . .]

Reduce Paper & Go Green When Spring Cleaning

03/27/2012

Tax season can be taxing but you can do a lot of spring cleaning in the process. If you’re like me, you’ve got stacks and stacks of papers that you don’t need and they are just creating a huge mess! [. . .]

Get the Most Tax Savings Out of Your HSA

03/23/2012

If you have a health plan with a health savings account (HSA), there’s still time to maximize your tax savings for 2011! You have until April 17, 2012 to make contributions that can be deducted from your 2011 taxes. [. . .]

Video: Financial Fraud Targeting Elderly on NBC 10

03/21/2012

We all know the old adage, if it seems to good to be true, it probably is. Bob Twomey discusses common types of financial fraud that target the elderly on  NBC 10's  “Minding Your Business” television interview with [. . .]

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