Category Archives: Affluent Families

Considerations for Inherited Retirement Assets

By admin | Published: May 8, 2013

Your options in managing assets that you inherit from a loved one’s qualified retirement plan may depend on the type of retirement plan in question — for example, 401(k)/403(b) plan

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Also posted in Retirement Issues | Comments closed

Spring Cleaning

By admin | Published: April 24, 2013

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your

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Stretch IRA: A Handy Estate-Planning Tool

By admin | Published: March 8, 2013

A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death. Since the younger

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Also posted in Estate Planning, Retirement Issues | Comments closed

Operating a Home Business: Can It Work for You?

By admin | Published: February 15, 2013

Today, running a business out of your home makes more sense than ever. But is it right for you? Estimates by the U.S. Bureau of Labor Statistics in 2010 show

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Also posted in Small Business Ideas | Comments closed

When Should You Collect Social Security?

By admin | Published: February 1, 2013

When should you begin collecting Social Security? The answer depends in part on how long you think you’ll be around to collect it. A growing number of Americans have been

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Life Insurance Can You (or Your Children)Afford Not to Have Enough?

By admin | Published: January 18, 2013

If you’re like a lot of people, the idea of spending 10 or 15 minutes reading about the importance of life insurance may not seem like the best way to

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Also posted in Insurance & Healthcare Information | Comments closed

Operating a Home Business: Can It Work for You?

By admin | Published: January 8, 2013

Today, running a business out of your home makes more sense than ever. But is it right for you? Estimates by the U.S. Bureau of Labor Statistics in 2010 show

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Also posted in Business & Non-Profit Organizations | Comments closed

Get Ready for Your Year-End Review

By admin | Published: December 10, 2012

The last few months of a year often prompt people to think about goals they want to pursue in the year ahead. If your goals include investment issues, an annual

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Also posted in Financial Planning, Tax Topics | Comments closed

Marriage: Entering a New Investment Life

By admin | Published: November 26, 2012

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances. Addressing personal finance and investment issues

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Also posted in Financial Planning | Comments closed