About Barry’s Money Tour
- An in-depth overview of the financial markets and America’s unemployment issue
- Low Beta Investing strategy, which may help reduce the risk in your portfolio
- Ways that may protect your assets from the high cost of nursing home care, reduce and possibly eliminate estate taxes and ensure your money stays within your family
Times and Locations
Tuesday, May 14—11:00 AM
Barry Armstrong, The Financial Exchange
Todd Lutsky, Cushing & Dolan, P.C.
Crowne Plaza Boston Woburn
15 Middlesex Canal Park Drive
Woburn, MA 01801
Thursday, May 16—11:00 AM
Barry Armstrong, The Financial Exchange
Todd Lutsky, Cushing & Dolan, P.C.
Mechanics Hall
321 Main St.
Worcester, MA 01608
For each of the two seminars be sure to join us early to see the live broadcast of The Financial Exchange on location from 9:00 AM to 11:00 AM.
Top Headlines
- U.S. Treasury Bubble Is Going to Pop Siegel Says Bloomberg
- Ahead of Sohn, Open Season on Hedge Funds Market Watch
- Reinhart and Rogoff: Responding to Our Critics NY Times
- World's Best CEOs Barron's
- Nuclear Power Falters CNBC
- Why David Einhorn Is Upping His Apple Bet Bloomberg
- Legislative Committee Hears Support for Boston Olympic Bid Boston.com
- Telefonica Q1 Profit Up Despite Latin America Dip NY Times
- Disney Earnings Beat Forecasts CNBC
- A Humbled Kleiner Perkins Shifts Strategy NY Times
Media Appearances
Chuck Zodda: Week Ahead
Category: Personal Finance
Kim Harris: Market Analysis
Category: Personal Finance
Chuck Zodda - Market Analysis
Category: Personal Finance
Chuck Zodda - Operation Twist
Category: Personal Finance
Chuck Zodda: Market Analysis
Category: Personal Finance
Chuck Zodda: Spain Bailout
Category: Personal Finance
Kim Harris - Why FB is Fizzling
Category: Personal Finance
Kim Harris - Facebook Analysis
Category: Personal Finance
Insights
- » Evaluating an Early Retirement Offer
Determining Your Retirement Income Needs - » Charitable Gifting
What are the Benefits of Donating to Charity? - » Saving for Your Retirement
An Introduction to Conducting Retirement Savings Plans
- » Tax Planning for Business Owners
What are the Tax Consequences? - » Tax Planning for Income
What are Some Strategies? - » Tax Planning for the Self-Employed
A General Explanation
- » Social Security Survivor's Benefits
A Basic Overview - » Minimizing Tax on Your Social Security Benefit
Tax Considerations to Ponder - » Choosing the Right Pension Plan Option
Making Sense of the Different Alternatives
- » Life Insurance Basics
A General Overview - » Identity Theft
Preventing Credit Card Fraud - » Debt Management
What Is Debt Management?
- » Repaying Student Loans
What are the Different Options? - » 529 College Savings Plans
The Basics of a College Savings Plan - » College Repayment
New Student Debt Repayment Plan
- » Types of Bonds
A World of Bonds - » Exchange Traded Funds
Explaining these Investment Vehicles
- » Taxation of Trusts and Estates
Scratching Your Head about these Taxpaying Entities? - » The Impact of Inflation
What is Inflation and Why Should You Care About It? - » The Power of Dividends in a Portfolio
A Simple Way to Increase your Portfolio's Return