Craig & Associates, LLP

06/06/2012

An old Savings bond found in a box

http://www.craigadvisors.com/2012/06/06/financial-planning-and-an-old-savings-bond/

In a box of old papers my parents had sitting around, they found a Series E savings bond. The bond was purchased for me as a gift shortly after I was born. The face value on the bond was $25 but the bond was purchased by my dad for $18. I took it down to the bank and cashed it in for $135, which was...

06/02/2012

http://www.craigadvisors.com/2012/05/25/facebook-employee-stock-option-tax-trap/

The initial public offering for Facebook started at $38 per share, hit $44 and is currently somewhere around $32. I’m not here to gossip about valuation, regulation, insiders, or any of that.

04/13/2012

Freaky Friday! Why everyone needs to stash a little cash away for a rainy day!

Wow, what a day I have had today! It’s Friday the 13th folks, and I never considered myself superstitious until today. I left the house this morning to go and buy our dogs some food (because my lovely hubby forgot 2 days in a row, cough cough). So I jammed over to the pet supply store, grabbed the 3...

04/10/2012

Most of the time, you probably do fine managing your own finances -- thatswhy you read Kiplingers in the first place. But every now and then, you may need help from a professional. It can be tough to turn over your money to someone

04/06/2012

To all you entrepreneurs out there looking to raise capital, this might interest you!

Yesterday, I attended President Obama's signing of the Jumpstart Our Business Startups (JOBS) Act at the White House. The JOBS Act, which passed in Congress at the end of March, is a combination of capital formation proposals to make it easier for firms to raise capital, including and most impor...

04/06/2012

Are you Jet Set? Check out what you can deduct on your tax return:

The deadline for filing your taxes is nearing. Understanding what business travel expenses you can or cannot deduct is crucial.

02/13/2012

http://www.craigadvisors.com/2012/02/13/how-to-boost-investment-returns/

I bet you opened up this blog post expecting me to write something about the biggest, best, and brightest new investment opportunity, something like — The Super Duper Gold Diamond Star Fund — that promises to quadruple your money over x amount of years. Well sorry to disappoint, but I don’t believe...

02/12/2012

Have you been shopping around for a financial planner but not sure how to tell the different types of advisors apart?

Learn about the different types of financial advisors, who can help you meet your financial goals.

02/10/2012

Regardless of age, these are great reminders for everyone!

On their dying bed, when questioned about any regrets they had or anything they would do differently, five common themes surfaced.

01/31/2012

Some helpful considerations if you are considering buying a house this year!

Personal finance blog

01/27/2012

If you are starting to think about collecting social security benefits or perhaps your parents are getting to that stage, this article is a MUST READ!

Not so long ago, some people planning for retirement wrote off Social Security as an endangered benefit and a marginal addition to their post-career income. But in an era of disappearing pensions and erratic stock-market returns, the idea of guara

01/27/2012

http://www.craigadvisors.com/2012/01/27/it-pays-to-get-involved-in-your-community/

Volunteering in the Orange County area is a big part of Gary and me. It always feels satisfying to know that we are involved in something greater than ourselves and above and beyond what Craig & Associates requires of us. Some of the organizations that we have worked with over the years include Hoag...