Financial Planning & Investing
Welcome to the Resource Center.
Topics will be continually added to this area based upon your needs. If there is a topic you would like to see added, please send an email by clicking below. Your feedback is important.
My business is unique in that I do stock trading for a large institution. This arrangement along with working with clients has taught me many lesson that I will share with you. This is NOT a stock picking newletter or to provide any specific investment recomendations. Most tax and accounting office that provide these types of investment services will do so for a fee or commission.
My goal with this site is to educate you on fundamentals that will help you have better insight into the market and money management.
For example when ever you talk to someone about investing -- You must know the answer to this question-
When will we sell this investment if the market turns against us or if there a profit? Matter of fact, ask that question before you get any investment advice!
How confident are you in their answer?
Does it match your risk tolerance, values, and goals?
Paul Leslie or Taxes By Paul are NOT broker-dealers or investment advisors, or otherwise engaged in the business of effecting transactions in securities, the provision of investment advice or investment recommendations. The risk of loss in trading securities, options, futures and forex can be substantial. Customers must consider all relevant risk factors including their own personal financial situation before trading.
Tax Topics
Valuing Charitable Contributions
Here is guidelines provided by the Salvation Army to value your charitable gifts.
Pricing
This page explains the average fees and free services provided by Taxes By Paul.
Storm Damage New Tax Break
This gives information about new legislation that allows certain taxpayers additional tax breaks.
Financial Matters
Financial Calculators
This page has additional links to financial calculators