Posts Tagged ‘Ike Trotter’

Putting your tax refund to work

by Published: March 8,2013

Tags: Ike Trotter, Roth IRA, taxes, TD Ameritrade

According to a recent TD Ameritrade poll, 47 percent of U.S. taxpayers expect a refund this year. The important question to ask is: What do they plan to do with the money? The answers may surprise you. While 15 percent of the survey respondents indicated they would spend their refunds on discretionary purchases, 47 percent […] [...]

Why it is wise to diversify

by Published: February 22,2013

Tags: Ike Trotter, personal finance

Most all of us know of friends and neighbors who try and “chase returns” with the stock market today. Throw in to that mix day traders and others who are constantly hunting for the next hot stock, endlessly refreshing browser windows in search for breaking news and tips from assorted gurus. Is that the path […] [...]

A nice tax surprise for April

Anytime I write about financial products that are also offered through my practice, I run the risk with this column of taking what some may view as unfair advantage of promoting products I also happen to write. While I think my many years of writing a financial column has dispelled this notion, I am sensitive […] [...]

Social Security claiming strategies

by Published: December 14,2012

Tags: AARP, Ike Trotter, Social Security

According to current data, roughly half of retirees claim Social Security benefits today by age 62 –or as soon as they become eligible. And while some people delay benefits and postpone using their retirement savings as an income source, far more today apply out of necessity; their financial situation leaving them little in the way […] [...]

Trotter gives presentation

by Published: October 15,2012

Tags: Greenville, Ike Trotter, Ike Trotter Agency

Greenville financial advisor Ike S. Trotter, CLU, ChFC, was a featured speaker recently at the 2012 Career Conference and Annual Meeting of the National Association of Insurance and Financial Advisors held in Las Vegas, Nev. It drew more than 2,500 agents from across the U.S. Trotter’s presentation was titled “Nuts and Bolts Estate Planning — […] [...]

Life insurance is for people who live

It has become somewhat of a custom for me to write about life insurance concepts during the month of September. And, my comments come fairly easy because I believe in life insurance and have seen the many ways in which it has held families together during financial uncertainties. My comments for this month are also […] [...]

Buying a home? Not so dreamy

by Published: August 12,2012

Tags: Banking & Finance, Fannie Mae, Freddie Mac, Ike Trotter

For most today, a home mortgage is the largest single investment that one normally makes over a working lifetime. It can also be said, however — after the initial excitement of purchasing the home has been made — that dealing with the procedures necessary to buying a home can also be one of the biggest […] [...]

The importance of having good credit

by Published: May 20,2012

Tags: banking, credit score, finance, Ike Trotter

One of the financial necessities required in today’s world is good credit. It can make a huge difference when you’re trying to pass muster with a landlord, a lender or even a potential employer. On a numeric grading system, it helps to have a credit score of 740 or better. And while the medium credit […] [...]

IKE TROTTER- Sandcastles and financial resolutions

by Published: April 29,2012

Tags: Gulf Coast, Ike Trotter, personal finance, safe money

With the weather getting warmer as winter turns into spring, many families begin thinking about where to make plans for a summer vacation. I dare say a popular vacation destination for a lot of Mississippi families is to head south to the beaches of the Gulf Coast and enjoy the sun and fun. And I […] [...]

TROTTER: Last-minute tax reminders for 2012

by Published: April 8,2012

Tags: Form 8949, Ike Trotter, IRS, Roth IRA, tax season

Every year, the IRS enacts certain changes to the tax code; some large — but most fairly small. There are those situations, however, where some changes to the tax code don’t receive as much notice as they should. This year is no exception. Here is a rundown of what may affect some taxpayers this year. […] [...]

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