Author Archives: admin

Don’t Gamble With Your Golden Years

By admin | Published: December 8, 2011

Will you have enough money for retirement? That question may keep you up at night. Or you may avoid thinking about it altogether. “What scares me for this country, especially

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Posted in Affluent Families, Financial Planning, Investment Topics, Retirement Issues | Comments closed

Finding Value in a Beaten-Down Market

By admin | Published: November 10, 2011

With Wall Street’s recent seismic shifts, true stock jockeys may be tempted to buy on the dips. But this desire raises an important question: Is a low price by itself

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Posted in Affluent Families, Business & Non-Profit Organizations, Financial Planning, Investment Topics | Comments closed

Consider Dividend-Paying Funds as a Source of Income

By admin | Published: October 26, 2011

Key Points Profitable companies traditionally have rewarded their shareholders one of two ways: by reinvesting corporate profits in the company with the long-term goal of increasing the stock price or

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Posted in Affluent Families, Financial Planning, Investment Topics | Comments closed

Thwart Identity Theft Now

By admin | Published: October 17, 2011

With a combination of good decisions and some luck, you’ve managed to build a tidy little nest egg for retirement. Having enough saved for retirement can help ensure your golden

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Posted in Affluent Families, News | Comments closed

Retirement Financing Risks

By admin | Published: October 14, 2011

As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual

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Posted in Affluent Families, Financial Planning, Investment Topics, Retirement Issues, Wealth Protection | Comments closed

What Are the Tax Issues Associated With a Gain or Loss on a Primary Residence?

By admin | Published: September 20, 2011

You may be able to exclude from income any gain up to $250,000 for a single taxpayer and $500,000 for a joint return. To exclude the gain, you must have

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Posted in Financial Planning, Real Estate Planning, Retirement Issues, Tax Topics | Comments closed

Managing Cash Flow in Retirement

By admin | Published: September 6, 2011

Tools for the Task If you are retired, or about to retire, you will need to gather and organize key information before you can tackle the ongoing tasks of monitoring

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Posted in Affluent Families, Financial Planning, Retirement Issues | Comments closed

What Happens to My Retirement Assets in the Event of a Divorce?

By admin | Published: August 23, 2011

Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered

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Posted in Affluent Families, Retirement Issues, Tax Topics, Wealth Protection | Comments closed

How Are ETFs Different From Mutual Funds?

By admin | Published: August 9, 2011

You’ve probably heard of exchange-traded funds (ETFs), but you may not have a clear idea of how they work, how they differ from mutual funds, or how they might fit

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Posted in Affluent Families, Business & Non-Profit Organizations, Financial Planning, Investment Topics | Comments closed

Do You Need Disability Income Insurance?

By admin | Published: August 2, 2011

The key to determining your needs is to assess how much you would be required to spend during each week or month that you would be unable to earn your

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Posted in Affluent Families, Business & Non-Profit Organizations, Insurance & Healthcare Information, Wealth Protection | Comments closed