IT'S ALL ABOUT MONEY MANAGEMENT
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Are People Really Retiring Later?
April 2012 - True or false? “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.” Some of the statistics don’t seem to back this up....
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IRS Reopens Offshore Disclosure Program: Should You Apply?
March 2012 - The reopened Offshore Voluntary Disclosure Initiative (OVDI) program is explained: undeclared offshore assets/accounts, noncompliant taxpayers, reasonable-cause arguments, noisy disclosure, willful filer, and more.
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What Beneficiaries Need to Know
February 2012 - What do you do when an account owner passes away? If your loved ones have invested, saved, or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies, or assets.
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HEALTH CARE REFORM - THE NEXT 3 YEARS
January 2012 - Companies sponsoring group health plans should be aware of the changes coming to the health insurance industry as part of the “second stage” of health care reform.
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THE LATEST ON SOCIAL SECURITY
December 2011 - Benefits increase for 2012. Ideas for reform are numerous.
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Could Your Social Security Income Be Taxed?
November 2011 - Rajesh Jyotishi presents a closer look at the provisional income rules, with explanations and tips for planning so that you won't be surprised by unwanted taxes on your Social Security benefits.
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Avoiding Financial Catastrophe
October 2011 - Wildfires, hurricanes, terrorist attacks, floods, earthquakes … there are many disasters, both man-made and natural, that could happen without warning. For many, preparedness is a way of life.
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Finally, a debt deal gets done
September 2011 - Here are the particulars of the Budget Control Act of 2011.
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A Woman's Financial Reality: Your financial future is up to you … and no one else.
August 2011 - Will this be your future? Did you know that Social Security income represents two-thirds of income for women 65 and older? Did you know that without Social Security, an estimated 58% of widows aged 65 and older would live in poverty?
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The Debt Ceiling: Many Americans don’t want it to be raised. Could our economy hold up if it isn’t?
July 2011 - In April, a CBS News poll showed that 63% of Americans opposed raising the debt ceiling. Polls often ask simple yes-or-no questions, and the respondents may not have understood the consequences here. If the debt ceiling isn’t raised, America will end up defaulting.