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IT'S ALL ABOUT MONEY MANAGEMENT
March 2014 -
How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or your tax preparer). Here are some tips.
February 2014 -
If you’re 40 or 50 and haven’t begun, you must make the effort. If you need to play catch-up, here are some retirement savings principles to keep in mind.
January 2014 -
Rules changes for IRAs, 401(k)s and other savings vehicles. Here is a roundup of the changes for 2014.
December 2013 -
What financial, business, or life priorities do you need to address for 2014? Now is the time to think about investing, saving, or budgeting methods, and year-end financial moves.
November 2013 -
What changes should we consider making for next year? Fall is the time of year to start to look for ways to reduce taxes and make year-end moves in pursuit of key financial objectives.
October 2013 -
Has your vision of retirement changed? Is it becoming more of a priority? Are you looking to improve your finances? Here are two misconceptions to avoid so you can proceed with clarity.
September 2013 -
Can the government follow through on its ambitions? How about the state health insurance exchanges? The planned expansion of Medicaid? How do small businesses feel?
August 2013 -
When the Supreme Court repealed Section 3 of the Defense of Marriage Act (DOMA) in June, it opened financial doors—in at least some states—previously closed to same-sex couples.
July 2013 -
Healthcare expenses in the U.S. are very high. If visiting parents fall ill and are covered, then insurance will pay most of the expenses for doctor, hospital, and medicine.
June 2013 -
What makes financial sense for some baby boomers may not make sense for you. Here are some retirement assumptions that may or may not prove true for you, depending on your finances and lifestyle.