August 31, 2010

What To Do With Your Mortgage?

Categories: Current Events, Retirement, Financial Planning

A growing number of homeowners are choosing to pay down their mortgages at a faster rate -- even if it means a substantial jump in their monthly payments.
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August 16, 2010

Securing Guaranteed Retirement Income

Categories: Current Events, Retirement, Investments, Financial Planning

How much of a lump sum would a 65-year-old need to generate an extra $500 a month for the rest of his life?
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August 4, 2010

Still No Estate Tax Conclusion

Categories: Current Events, Estate Planning, Retirement, Financial Planning, Tax Planning

Well what are they waiting for? The year is almost two thirrds of the way through and it is unlikely that Congress will pass anything until at least the fall.
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July 27, 2010

Don’t Just Max Out, Catch Up!

Categories: Retirement, Investments, Financial Planning, Tax Planning

If you'll be age 50 or older as of year-end, you can make extra "catch-up" contributions to certain types of tax-favored retirement accounts.
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July 20, 2010

Advice Is Key to a Secure Retirement

Categories: Current Events, Retirement, Financial Planning

This study shows that many people are at risk of running out of money shortly after retiring.
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July 8, 2010

Annuities Draw New Look at Time of Uncertainty

Categories: Retirement, Investments, Financial Planning

As the markets continue to roller coaster many people look for something to calm their nerves.
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July 2, 2010

Should I Have An Annuity In My Portfolio?

Categories: Retirement, Investments, Financial Planning

Many clients no longer want to deal with the volatility of the market. They want protection and guarantees and for that we look towards annuities. But what type, if any annuity, should be in your portfolio?
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June 29, 2010

How to Lower Your Self Employment Taxes

Categories: Business Planning, Retirement, Financial Planning, Tax Planning, Year End Planning

Are you self employed and tired of paying to much in taxes? Here are some methods to lower your self employment taxes.
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June 25, 2010

The Number One Obstacle to Retirement

Categories: Retirement, Financial Planning

At first it would seem that the biggest obstacle to retirement is not having enough money. Most people simply don't have enough in the bank to retire comfortably. While that is certainly a big part of the equation, it's just the tip of the iceberg.
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June 15, 2010

More Taxes For the “Wealthy”

Categories: Business Planning, Current Events, Retirement, Investments, Tax Planning

The health-care bill that Congress passed in March contained two surprising new taxes to help pay for the changes: an extra 0.9% levy on wages for couples earning more than $250,000 ($200,000 for singles) and a new 3.8% tax on investment income on those same people (technically, people with "adjusted gross incomes" above those amounts).
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