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1.  Pay Off the Mortgage or Invest? 

 

A question we are often asked by our clients if they happen to come by a windfall, is what to do with the money.  The question often arises of "Should I invest the money or pay off my mortgage?"  Our answer in turn is actually a question to them, "If your mortgage was paid off, would you borrow the same amount to invest?"  Unless they are aggressive in their investing, most would reply with a "no". 

 

Of course, every instance is different or more complex and requires an in depth look into your financial situation.  Please give us a call for all of your tax and financial questions.

 

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2.  Tech Tip Weekly:  Placing Charts on a Worksheet

 

By default, an MS Excel chart is placed as an object on a worksheet.  This approach has some advantages.  First, you can resize and move the chart object around the worksheet, which gives you full control of where to place the chart and how big it should be.  For example, you may opt to place the chart near its source data and then resize it such that when you print, the data and the chart fit nicely together on a single sheet of paper.

 

In the Chart Wizard Step 4, when selecting to place the chart as an object on a worksheet, the drop-down list to the right of where the worksheet name goes gives you the list of all the worksheets in your workbook.  You can place the chart on any worksheet, regardless of which worksheet holds the data.

 

The data that a chart is based on and the chart itself do not have to be on the same worksheet.

 

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3.  Focus on Fraud:  In the News...

 

Another textbook case; Ponzi scheme; millions of dollars of losses...

 

Former CEO Convicted in Religious Scam

(Houston Chronicle) -- The former top executive of an import-export company was found guilty today of cheating hundreds of ministers and churchgoers out of $65 million by promising huge profits for doing God's work

 

Click link for full story

http://ww.chron.com/disp/story.mpl/metropolitan/3962617.htm