Money Management

November 2009

Tips on working into retirement
Home ownership: Are you ready?
Questions to ask before you donate
Five costs you should not cut
What's on sale now?

December 2009

Smart holiday shopping tips
Don't get scammed when making travel plans
Five questions to ask when you join a gym
Debt management mistakes to avoid

January 2010

Five financial new year's resolutions
Safe online banking tips
To borrow or not to borrow
Avoiding overdraft and bounced check fees

February 2010

Tax advantages of home ownership
Questions to ask your CPA at tax time
Getting organized at tax time
What the COBRA subsidy extension means to you

For more information in this area, please e-mail Mary Murray, or call 262-785-0445 x3005 or 800-772-6939. Articles are also available as Word documents.

Money Management

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Wisconsin Institute of CPAs