Money Mastery Blog
We help individuals and families build wealth on any income. This blog of ours provides insight, commentary and helpful financial information.

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Tax Information
An individual taxpayer can deduct un-recovered amounts from personal loans that have become totally worthless. Reminder: Claim the write-off as a short-term loss on Schedule D. This information is taken from the Small Business Tax Strategies newsletter, Vol. 2, No. 4 April 2007.
Posted By Peter Jeppson on Fri, Feb 1, 2008 at 6:32 PM • Comments 0
Categories: Reduce Taxes
Why Few People Should Be Allowed to Have Anything to Do With Managing Their Own Money Until They’ve Received Financial Coaching…
Only Three in 100 Americans is Ready For Retirement. A Financial Coach Will Keep You from Being One of the 97 Other People Who Just Doesn’t Get It.

Have you ever wondered why you can’t get your debt completely under control? Or why you can’t manage to save anything for retirement? Or why you feel confused and frustrated about how to invest in the stock market? Do you ever find yourself thinking that you’re missing important information that would make your finances come together and finally make sense but don’t know where to find it? (read more)
Posted By Alan Williams on Tue, Jan 15, 2008 at 12:34 PM • Comments 0
Categories: Articles
Tax Refund
Just out today the IRS says the refunds are mostly being spent a little to catch up on credit card debts and then to fund a much needed vacation. Especially among those making less than $45,000 a year, they spend it all. Just a thought.
Posted By Peter Jeppson on Fri, Jan 4, 2008 at 4:10 PM • Comments 0
Categories: Case Studies

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