Archive | December, 2013

Reevaluating Retirement

Life is full of surprises, most of which come at later stages, which is why it’s important to have retirement plans in place. There is nothing as annoying and disgraceful as having to take financial planning for granted all your life only to regret it when you’ve retired. During retirement, many people rely on the […]

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Security Checks: Tips for Securing Your Online Transactions

As technology continues to evolve, so too have the skills of cyber-criminals, who have honed their ability to break through firewalls, stealing valuable personal data and funds.   What steps can you take to better secure your valuable personal and financial data when banking online? Consider the following tips as important baseline checks.   ·         […]

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Washington Hotline – December 24, 2013

  Washington News IRS Tips for Year-End Gifts In IR-2013-98 the IRS published a list of tips for year-end gifts. These tips include IRS suggestions for the IRA charitable rollover, gifts of clothing and household items, cash gifts and additional substantiation rules. 1. IRA Rollover – IRA owners over age 70½ may transfer up to $100,000 directly from […]

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Bring Out Your Investments

You will not be able to work your entire life, so you need to be careful about all financial-planning processes and financial-management procedures. With advanced age, one’s body and mind begin to enter a state of continual deterioration, eventually reaching an extent that delimits the potential of being human. When such a time arrives, you […]

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Where Will the Money Go?

Most people feel guilty when they are unable to plan well enough for their children to benefit. Making sure your asset-management processes are set up correctly so that your loved ones continue living safely and happily after you die is important. It is also important to make sure your estate-settling amount is lessened, which is […]

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Does Your Portfolio Reflect Your Risk Tolerance?

When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type of risk and the potential return associated with your retirement portfolio can help you determine whether your investments are appropriate for your situation.   Examining Risk and Return   Stocks historically have exhibited […]

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