Moneywise
IT'S ALL ABOUT MONEY MANAGEMENT
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Prepared to Retire?
January 2013 -
Two-thirds of Americans have no financial plan. Having some written, planned financial objectives that you review periodically with an advisor, gives a better understanding and more confidence for retirement.
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IMPORTANT IRS ADJUSTMENTS FOR THE NEW YEAR
December 2012 -
IRS adjustments for 2013: IRAs & workplace retirement plans have higher contribution limits. Gift tax, LTCI premiums, the kiddie tax, and the foreign earned income exclusion also have changes.
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OUT-OF-THE-BOX WAYS TO PAY FOR COLLEGE
November 2012 -
How to pay for college? In addition to grants, loans, merit-based aid, and your student holding down a job, there are other ways to reduce college cost, some little recognized.
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The Major Retirement Planning Mistakes
October 2012 -
Here are some classic financial missteps that plague retirees. Why not plan to avoid them? Take a little time to review and refine your retirement strategy with a financial professional you know and trust.
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HAS YOUR IDENTITY BEEN STOLEN?
September 2012 -
Cybercrime hits over 74 million Americans annually. There are warning signs of cybercrime. Watching out for them just might save you money and headaches. Here are some tips.
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What is a "Reasonable" Retirement Savings Rate?
August 2012 -
How much salary should you defer into a retirement plan? The average corporate employee makes a pre-tax contribution of around 7.2% of pay--but do your math, because many people need to save much more!
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You Can’t Hide in Fixed Income
July 2012 -
When is being risk-averse too risky for the sake of your retirement? Many people in their fifties and above still need to accumulate wealth for retirement even as they need to withdraw retirement savings.
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AUDIT RED FLAGS
June 2012 -
Are you a taxpayer worried about being audited? Self-employed individuals seem to be magnets for audits. Here are some red flags that might get you extra IRS scrutiny--and a possible refund from 2008.
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What Happens to Our Social Media Identity When We Die?
May 2012 -
If you use Facebook, LinkedIn, and Twitter, you may have wondered what happens when users die. Are profiles immortal? Are memories lost? Well, the policies vary--here are your answers.
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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....
