IT'S ALL ABOUT MONEY MANAGEMENT
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Mind over Money
January 2017 - Emotion factors into many of our financial choices. Here are eight examples to help you learn to recognize biases and become a better consumer, and even a better investor.
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When Is Social Security Income Taxable?
December 2016 - When Is Social Security Income Taxable? The answer depends on your income. This article gives some background, describes applicable rules, and offers tips on a few things you can do.
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Wisdom from Warren Buffett
November 2016 - Warren Buffet, one of the world’s most heralded investors, simply keeps calm and carries on. A voice of reason in volatile times, his clarity and candor stand out in a financial world marked by jargon.
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The Trump & Clinton Tax Plans
October 2016 - Every presidential candidate offers a plan for tax reform. Here is a look at the tax plans of Donald Trump and Hillary Clinton, and the key reforms to federal tax law that might result.
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Saving for College and Retirement
September 2016 - Tips on trying to meet two great financial goals at once. Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Here are several suggestions.
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Could Social Security Really Go Away?
August 2016 - How gloomy is the future of Social Security? No one wants to see it go away, so what might Congress do to address the crisis? Here are possibilities to keep in mind as you plan your retirement.
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Six Financial Planning Lessons from a Motorcycle Accident
July 2016 - When you have a close call with serious injury or worse, you start thinking of your family’s—and your—financial well-being. Most people should have these basic stop losses in place.
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Tell Your Beneficiaries about Your Accounts and Policies
June 2016 - Will your assets go where you want them to when you die? Let your heirs know how they will receive retirement assets and insurance benefits. Here are several important tips.
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Life Insurance with Long Term Care Riders
May 2016 - Long Term Care Riders. As conventional LTC policies grow costlier, alternatives have emerged.
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Retirement Now vs. Retirement Then
April 2016 - Today’s retirees must be more self-reliant than their predecessors. Here are some pitfalls--but our retirement can be long and comfortable, especially if we use retirement planning as a valuable tool.