Archive | November, 2013

Washington Hotline – November 26, 2013

  Washington News Baucus Tackles Identity Theft Senate Finance Committee Chair Max Baucus (D-MT) published three “discussion drafts” this week.  The three drafts and others that will be forthcoming are designed to prepare the way for a comprehensive tax reform bill in 2014.  The first discussion draft covered tax administration and identity theft. The key […]

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Lofty Goals, Limited Means — Finding Ways to Boost Your Investments

If you’re ready to start investing or ramp up your current investment initiatives but there just doesn’t seem to be enough money left over at the end of the month, don’t give up. The following strategies could help you manage your money better and free up resources for your investment goals.   Start budgeting. While […]

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Research and Recommend

Financial planning, financial management, and asset management involve a series of vigorous activities and a series of advice from technocrats and professionals. Professional advice enables you to plan goals, manage resources, and comfortably maximize your financial potential. After identifying an independent, comprehensive, and experienced financial adviser, a series of meetings ensue. The initial meeting, which […]

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Staying on Target

Financial planning, financial management, and asset management require individuals who aspire to have financial success attend at least three meetings with their financial adviser. The three meetings enable you to know and understand you adviser, agree on modalities of fee payment, and draft plans that lead to financial success. It is during these meetings that […]

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