Category Archives: Ch. 4, Tax Planning

Personal Finance Update: Tax Changes 2013

Now that we’ve made it though the “cliff” and the “Mayan end of the world” scares, let’s take a look at what’s happened to taxes – and it’s been a lot. The payroll tax reduction has ended, new Medicare surtaxes … Continue reading

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Discussion Topic: Who Pays Taxes in America?

Teaching Tip: This discussion can be developed based upon an out of class assignment (your students prepare to answer the discussion questions before class), or if you have access to the internet in class and can project the NPR Planet … Continue reading

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Personal Finance Update: Chapter 4, Tax Changes for 2012

As with every year, 2012 begins with a new set of tax rules, and it’s pretty certain that the tax rules will continue to change throughout 2012.  What makes this a certainty is that Congress did not address some of … Continue reading

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Class Discussion or Assignment: Santana Moss reportedly owes over $250,000 in back taxes

Just because you make a lot of money, doesn’t mean you don’t spend even more.  In Chapter 2 of Turning Money Into Wealth we look at the importance of budgeting and how to actually set up an effective budget – … Continue reading

Posted in Ch. 1, Financial Planning Process, Ch. 2, Measuring Financial Health and Making a Plan, Ch. 4, Tax Planning, Ch.16, Retirement Planning, Ch.18, Financial Life Events | Tagged , , , , ,

Personal Finance in the News, Class Discussion, or Assignment: Who do you believe in the current political debate over who pays what in taxes?

Teaching Tip:  This discussion can be developed based upon an out of class assignment (your students prepare to answer the discussion questions before class), or if you have access to the internet in class and can project it so that … Continue reading

Posted in 10 Principles of Personal Finance, Ch. 4, Tax Planning, Personal Finance In The News, Teaching Tips | Tagged , , , , ,

Class Discussion: Taxes – questions and answers

Teaching Tip:  One of the difficulties in presenting the material in Chapter 4, Tax Planning and Strategies comes from the fact that the tax material is often changing. Presently the tax code is a big part of the current political debate … Continue reading

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