Current Events
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 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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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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June 8, 2010
New Subsidy Health Plan in MD for Small Businesses
Categories: Business Planning, Current Events, Insurance
This new subsidy can help your small business gain a competetive edge with little costs to you.
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May 21, 2010
Most People Have Given Up On the Idea of Retiring
Categories: Current Events, Retirement
Whether its increased expenses, not enough savings, doubt in social security or overall pessimism, studies are showing that most people have given up on the idea of retiring.
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May 7, 2010
What Happened to the Markets?
Categories: Current Events, Investments
Yesterday the markets went crazy. Was this caused by concern over the economy or a technological glitch?
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May 4, 2010
Go Away in May?
Categories: Current Events, Investments, Financial Planning
Some investors are notorious for selling in May, with that in mind is it time to sell your stocks?
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April 19, 2010
Buy and Hold Is Dead…
Categories: Current Events, Investments, Financial Planning
Here we see why a buy and hold investment strategy has not worked in the past and more importantly, will not work in the future.
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