Blog Archives

5 Tax and Financial Strategies for Year End

12/8/2014

Join host, Barbie O'Connor, author, speaker, and financial advisor for all of the MoneySmarts4u shows in December which will give you a plan to end this year right and start the next year ready for a positive financial year.

This weeks show explores 5 year-end tax and financial strategies. Year end tax loss selling, wash sales, charitable giving, gifts eligible for gift tax exclusions, possible year end tax law changes, and reviewing your year end tax situation will all be discussed during this podcast.

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5 Financial Gifts You Can Give Yourself Before the Holidays

12/8/2014

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Before you hit the Black Friday and Cyber Monday sales, join host Barbie O'Connor, as she shares with you the 5 Financial Gifts You Can Give Yourself Before the Holidays. These gifts will include discussion of tax withholding, retirement plan contributions, knowing your Flexible Spending Accounts, health care enrollment, and employee stock purchase plans.

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8 Things you can do to Relieve Holiday Stress and Enjoy the Holidays More

12/8/2014

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Want to enjoy the holidays more, worry less about money and spend time with the people you love? Then listen in while Host Barbie O'Connor talks about ways to relieve holiday stress by giving yourself away, spending time with the people you love, giving to those who are in need, attending new and unique holiday events in your town, and taking time for yourself. In addition she will review how to protect your finances while shopping in stores and online and how to beef up your passwords using the N_U_L_S system.

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How to Avoid the After Holiday Financial Hangover

12/8/2014

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Host Barbie O'Connor will walk you through a step-by-step plan to help you avoid the After-Holiday Financial Hangover. You will develop a last-minute savings plan to pay off your bills, learn how to make a gift-giving plan that will give you more time and more joy in the giving process, come up with some of your own unique reasonably priced gift ideas, and learn how to limit your spending without spoiling the holidays.

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5 Steps to Protect Yourself and Your Finances while Holiday Shopping

12/8/2014

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The Holiday Season is Upon Us! Help relieve holiday stress by learning the five steps to protect yourself personally and financially while holiday shopping. Tips on how to save money now to pay your holiday bills, shop effectively online and in stores, address the stress of holiday shopping, and how to protect yourself and your purchases from crimes of opportunity will be shared during this MoneySmarts4U show.

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7 Steps to Minimize the Effects of Identity Theft

12/8/2014

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From data breaches at major stores to stealing trash in luxe neighborhoods, identity thieves are everywhere.

Your host, Barbie O'Connor, will guide you through the seven steps that will help you be proactive and do what you can to minimize the effects of identity theft on your finances and your credit rating.

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7 Steps to Take Before Your Bank Gets Hacked

12/8/2014

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Have you ever wondered what you would do if all the money in your bank account just disappeared? This MoneySmarts4u show will go over the 7 simple and effective steps to take to prepare for the eventuality that your bank is hacked.

Barbie O'Connor, your host for the MoneySmarts4u show, has over twenty years of experience in the financial services industry, where she advised individuals on how to save, preserve, and grow their assets. Recently she authored the book, MoneySmarts4U: The Basics, which covers topics such as cash and credit management, renting an apartment, buying a car, getting a job, buying a house, getting engaged and married, as well as charitable giving.

If you have any questions about these topics you would like discussed in a future show, please email them to info@moneysmarts4U.com.

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5 Tax and Financial Strategies for Year End

5 Financial Gifts You Can Give Yourself Before the Holidays

8 Things you can do to Relieve Holiday Stress and Enjoy the Holidays More

How to Avoid the After Holiday Financial Hangover

5 Steps to Protect Yourself and Your Finances while Holiday Shopping

7 Steps to Minimize the Effects of Identity Theft

7 Steps to Take Before Your Bank Gets Hacked

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