Valerie Rumbough

Now that you have filed your taxes, you are probably keenly aware of how important it is to have all your papers organized. Not only is this important for tax time, but for your lifetime as well.... Continue Reading »

In these economic times, many of us are re-thinking the value of the assets we hold. Retirement portfolios may be coming back, but are not where they were a few years ago. Our homes are not worth what we... Continue Reading »

All of us should have retirement planning as one of our most important goals. However, there are several reasons why women need to be more diligent than men when it comes to planning, whether married or single.... Continue Reading »

Many churches give their ministers a housing allowance instead of providing a parsonage for them. There are real advantages to this, mainly the fact that it allows the minister an opportunity to purchase his own home and prepare more... Continue Reading »

When most people think about the value of their estate, they sometimes forget that the face value of life insurance is included. Even if you have designated beneficiaries (those who will receive the proceeds directly from the insurance company... Continue Reading »

Okay, so it's tax time. Typically I write about things that you need to know about regarding deductions, credits, etc. However, let's have some fun reading about some wacky things that people try to deduct, with some being successful.... Continue Reading »

Now that tax time is upon us, be aware that there are a number of deductions you may be eligible for if you do volunteer work for your church or other organization.... Continue Reading »

Looking for some help preparing your income tax returns but can't afford the cost? The IRS sponsors two programs that may help.... Continue Reading »

Getting ready to do your taxes? The IRS website is worth checking out. They have several helps available, including free tax preparation software and e-filing for those who have an adjusted gross income of $58,000 or less.... Continue Reading »

Hopefully, all of you have thought about how to provide for your loved ones if you should pre-decease them. This is one of the most important things you need to do. But how many of you have thought about... Continue Reading »

Many times I am asked how to invest one's retirement portfolio. Although I can't give specific advice, there are some 'tried and true? principles that I have found to be effective, even in the unpredictable market we are in.... Continue Reading »

For those of you who have an IRA, you may be interested in a recent law that was enacted, extending the IRA Charitable Rollover for 2010 and 2011. Since it was enacted so late in the year, Congress will... Continue Reading »