Financial Guidance Book

Financial Guidance for Every American

Mark Altieri is an Associate Professor of Accounting at Kent State University and special tax counsel to the law firm of Wickens, Herzer Panza, Cook and Batista. He is a member of the Board of Editors of The Journal of Pension Planning and Compliance and The Journal of Deferred Compensation. Mark is also an Ohio Certified Public Accountant, a Certified Management Accountant, a Certified Financial Planner and holds the American Institute of Certified Public Accountant's Personal Financial Specialist designation

His publications on a variety of tax subjects have appeared in The Tax Adviser, The Review of Taxation of Individuals, The Journal of Pension Planning and Compliance, The Journal of Taxation of Exempt Organizations, The Journal of Deferred Compensation, The CPA Journal, The Ohio CPA Journal, the Tennessee CPA Journal, Accounting Perspectives, Judicature and other national publications.

The 360 Degrees of Financial Literacy Web site offers general information for managing personal finances and does not recommend specific financial actions. For financial advice tailored to your situation, please contact an expert such as a CPA or a personal financial advisor.

Are you taking fewer vacations this summer than last summer?
Yes
No
Unsure
If planning a summer vacation, which savings tactics might you employ?
Spending more time researching the internet for money-saving deals
Booking a condo or beach house instead of a hotel
Cooking meals yourself instead of eating out
Buying food and beverages at the grocery store to cut down on vacation expenses
Whether or not you’re planning to travel for your vacation, which of these money-saving summer activities do you plan on taking part in?
Visiting local landmarks or tourist attractions to save on travel expenses
Enjoying time in your yard and/or garden
Grilling out on your deck or at the park
Visiting a local swimming pool or lake