Terry Balding & Associates
515 W. Main Street
Sun Prairie, WI  53590
(608) 837-9099
1-800-727-3039
FAX (608) 825-6468
tabalding@hirep.net

Securities and Investment Advisory Services offered through Harbour Investments, Inc.

Terry Balding & Associates - Executive

Articles

November 2007 Articles
What Is the Capital Gains Tax?

What Is the Estate Tax? & Is the Estate Tax Going to Be Repealed?

What Is the Gift Tax?

How Much Money Can I Put into My IRA or Employer-Sponsored Retirement Plan?

What Is a Required Minimum Distribution?

October 2007 Articles
Why Purchase Life Insurance?

What Are the Basic Types of Life Insurance?

Common Stock vs. Preferred Stock

What Are Dividends?

Unforgettable Birthdays


September 2007 Articles
What Is the Difference Between an HMO and a PPO? What Is an IRA Rollover?

How Much Do I Need to Save?

How Can You Protect Your Home?

What Are Some Smart Ways to Refinance?


August 2007 Articles
How Can My Charity and I Both Benefit from My Gift?

What Is the Best Form of Property Ownership for Me?

What Are Some Smart Ways to Refinance?

How Can You Insure Your Future?

What Is Diversification?


July 2007 Articles
Update Time

Finally, It's for Keeps

The Savings Scare That Wasn’t

Check Your Credit Score

Watching the Health–Care Squeeze

Eye on Private Equity


June 2007 Articles
A Tale of Two Investments

Pop Quiz: Paying for College

Outlook 2007, Part II

Wild Ride or Quiet Stroll?

Estimating the Net Value of Your Estate


Money Management
Five Secrets To Building Wealth

Planning for Financial Hard Times

 

Retirement Planning
Retirement Decisions

Why You Should Consider Buying Long Term Care Insurance

Who Should I Name as my IRA Beneficiary

Financial Planning Tools for Disabled Adults

 

Investing
Choosing the Right Investment Benchmarks

 

Estate Planning
Eight Estate Planning Strategies

Estate Planning for Simultaneous Death

Estate Tax Changes

 

Death
Dealing With a Loved Ones Death

Estate Planning for Simultaneous Death

 

Trusts
Incentive Trust

 

Tax
Is the Alternative Minimum Tax In Your Future

Tax Basis