Moneywise, Inc.

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Adjusted Gross Income (AGI) An interim calculation in the computation of income tax liability. It is computed by subtracting certain allowable adjustments from gross income. Administrator A person appointed by the court to settle an estate when there is no will. After-Tax Return The return from an investment after the effects of taxes have been taken into account. Aggressive Growth Fund A mutual fund whose primary investment objective is substantial capital gains. Alternative Minimum Tax A method of calculating income tax that disallows certain deductions, credits, and exclusions.

Paul@moneywiseguys.com CA Insurance #0F08860 Paul Anderson is an owner of Moneywise. As the Vice President of Marketing and Business Relations, he manages public relations for the wealth management company. Paul has 16 years of experience as a business administrator, including 10 years administrating skilled nursing facilities in Utah and Nevada. He moved to Bakersfield in 2004 to help launch WA Consulting, a financial advising firm for seniors. When the firm purchased Moneywise, he attained a new item in his job description: radio show co-host.

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