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Tue, 24 Apr 2018 13:17:00 -0400
We all know we cannot control the market. So if you focus on what is happening every minute of every day you wind up focusing your attention on something you cannot control. Instead, savvy investors know to focus on variables they can control. Here are a few for your review:
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Tue, 24 Apr 2018 12:21:00 -0400
Many people fail to review their retirement plan beneficiaries. The result too often is the accounts go to someone other than the person intended, families are split aprt, and money is wasted.
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Tue, 24 Apr 2018 11:28:00 -0400
Retirement confidence is up, says the 2018 survey of workers and retirees by the Employee Benefit Research Institute. Here's how to be even more confident.
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Tue, 24 Apr 2018 10:30:00 -0400
I have a big problem with conventional personal financial planning. Through no fault of its own the financial industry landed decades ago on a planning methodology that disrupts rather than smooths consumption and that generates demonstrably poor saving, insurance, and portfolio advice.
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Tue, 24 Apr 2018 09:05:00 -0400
A big warning sign: retirees who've needed long term care said the expense is much higher than they anticipated compared to seniors who haven't had that intense medical aid.
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Tue, 24 Apr 2018 08:40:00 -0400
Do highly educated people have a harder time with retirement?
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Tue, 24 Apr 2018 08:33:00 -0400
A key assumption for retirement planning is life expectancy, but it doesn't get as much attention as it should. How long will your retirement last? Knowing the statistics on life expectancy will help you plan appropriately.
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Mon, 23 Apr 2018 12:07:00 -0400
This is NOT a political commentary, but it is an observation about the current price pattern in the stock market, and its increasingly uncanny relationship to that which existed from late 1972 through 1974.
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Mon, 23 Apr 2018 10:23:00 -0400
Forbes presents its new list of The Best Places To Retire In 2018. In it, we highlight 25 places of varying size and character across the country, all of which we believe offer excellent retirement value.
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Mon, 23 Apr 2018 09:42:00 -0400
Today’s post examines restricted application possibilities, sequencing divorced spousal and retirement benefits, the availability of survivor benefits and the effects of the earnings test on both disability and retirement benefits.
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Mon, 23 Apr 2018 09:34:00 -0400
What do numbers of straws used and percent of flat-earthers have to do with retirement? It's all about numeracy.
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Mon, 23 Apr 2018 07:48:00 -0400
Business owners are always looking for great ways to pay less taxes. Retirement plans can save thousands of dollars in taxes or more. Which retirement plan allows the largest pre-tax retirement contributions? The SEP versus Solo 401(k) questions is solved in this post.
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Mon, 23 Apr 2018 07:00:00 -0400
When it comes to shopping for stocks we know that Warren Buffett is the quintessential bargain shopper.
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Sun, 22 Apr 2018 18:13:00 -0400
A recent study sponsored by Age Wave and Bank of America claims that a wealth gap of over one million dollars exists between the genders, but it fails to account for significant financial and social benefits.
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Sun, 22 Apr 2018 10:00:00 -0400
Humans are living longer than ever, but are they ready for the longer retirement that comes with that?
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Sun, 22 Apr 2018 10:00:00 -0400
What happened to the synchronized global upswing? In just a few short (but memorable) months, the economic outlook has soured. Is this the end of the expansion, or typical late-cycle behavior?
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Fri, 20 Apr 2018 19:26:00 -0400
Most people think of wealth management as being applicable to billionaires. But everyone should manage their wealth, and whatever level they are at.
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Fri, 20 Apr 2018 15:22:00 -0400
What will be the impact of the new proposed SEC Fiduciary rules on retirement accounts, specifically self-directed IRAs, advisers and broker-dealers?
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Fri, 20 Apr 2018 12:20:00 -0400
Every estate plan has unique features, but the same problems and mistakes recur. Each of the classic mistakes is easy to avoid.
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Fri, 20 Apr 2018 09:46:00 -0400
Today’s post examines availability of benefits for married couples, the amount of spousal benefits, how survivor's benefits are calculated and sequencing available benefits for spouses and survivors.
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Thu, 19 Apr 2018 23:04:00 -0400
Jon LaPook, CBS chief medical correspondent, will share a decade-long journey with an Alzheimer's patient and her husband on "60 Minutes" on Sunday this week chronicling what might be an unprecedented look at the long-term devastation of Alzheimer’s disease on both patient and caregiver.Thu, 19 Apr 2018 23:04:00 -0400
Simply put, the number of Americans living with Alzheimer’s disease is growing and growing fast. Learn the facts about the sixth leading cause of death in the United States.
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Thu, 19 Apr 2018 15:59:00 -0400
Even wealthy investors worry about affording old age.
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Thu, 19 Apr 2018 10:59:00 -0400
Unlike previous generations, today’s women have access to more options to create the retirements of their dreams. Read how you can set yourself up for a more successful retirement!
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Thu, 19 Apr 2018 10:51:00 -0400
Inheritances are not just about material things but so much more. It's where you can transfer your values and ethics. Making the most of your legacy requires conversations with your heirs.
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Thu, 19 Apr 2018 10:30:00 -0400
I see $10,000 to $500,000 dollar checks everywhere I look. These checks are a metaphor for strategies ––– money magic ––– that produce higher lifetime Social Security benefits and lower lifetime taxes, and, get this, transfer money from the afterlife to the here and now.
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Wed, 18 Apr 2018 16:51:00 -0400
Make passive income with real estate. Learn 9 real estate investment options you can start today without having to manage any physical properties.
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Wed, 18 Apr 2018 16:32:00 -0400
This is the third blog in a three-part series that focuses on anticipating and planning for retirement, based on your current stage of life and expectations for the future.
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Wed, 18 Apr 2018 15:41:00 -0400
While many retirees outlive their assets, a surprising number have more money after two decades than when they leave their jobs. What's going on?
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Wed, 18 Apr 2018 14:26:00 -0400
The substance over form doctrine is not a smell test. Plan using DISC to fatten up Roth IRA
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Wed, 18 Apr 2018 14:07:00 -0400
Many educators and non-profit employees are covered by 403(b) plans, but what are they and should you use one if your employer offers it?
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Wed, 18 Apr 2018 13:03:00 -0400
Let’s cut the bull about some of that stuff, and help you understand what big numbered-predictions really mean. In doing so, I hope to focus you on what really matters, which is percentage rate changes in the values of portfolios, securities and market indexes, not their actual raw number value.
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Wed, 18 Apr 2018 12:47:00 -0400
Ways experts say elder financial abuse by guardians could be reduced include employing less restrictive controls and adopting temporary guardianships more often.
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Wed, 18 Apr 2018 09:58:00 -0400
Regardless of the hypnotizing yield, I will continue to own shares in companies that can demonstrate a history of dividend growth.
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Wed, 18 Apr 2018 09:28:00 -0400
Today’s post examines benefit availability on the record of foreigners who've paid into Social Security, the effect of working on benefit amounts, the availability of divorced spousal benefits, sequencing divorced widow's and retirement benefits and the nature of Social Security.
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Wed, 18 Apr 2018 08:46:00 -0400
There are 20 elite closed-end funds (CEFs) that have proven their toughness in the last 10 years and have still handed investors market-beating returns.
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Wed, 18 Apr 2018 08:31:00 -0400
Yes, it can matter where you live based on your credit score.
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Wed, 18 Apr 2018 08:27:00 -0400
What if we put the power of Social Security late retirement increase factors to work a bit harder?
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Wed, 18 Apr 2018 06:38:00 -0400
Looking to maximize your Social Security Benefits? We share some tips on how to get the largest Social Security check. Also how to figure out what you are entitled to for retirement from Social Security Benefits. You've earned it.
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Wed, 18 Apr 2018 05:45:00 -0400
Two years later, bankers, lawyers, and consultants have earned millions from Princes estate. But his heirs haven't received a penny. Why?
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Tue, 17 Apr 2018 18:32:00 -0400
Most of us don't want to burden our children. But if we live without taking proper care of ourselves, we are more likely to need long term care and the burden is very likely to fall on our adult children. Making better lifestyle choices is likely to protect us from that need.Tue, 17 Apr 2018 14:52:00 -0400
Why financial wellness has yet to take off and three ideas to help employers get started today.
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Tue, 17 Apr 2018 12:30:00 -0400
IRAs seemed simple when we opened them, but the tax rules are much more complicated when we're 50 or older.
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Tue, 17 Apr 2018 08:14:00 -0400
Blue chip stocks are among the worst retirement investments you can make.
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Tue, 17 Apr 2018 07:00:00 -0400
These 5 markets and indicators are hitting extreme levels, and you probably have exposure to them in your portfolio.
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Mon, 16 Apr 2018 16:26:00 -0400
Thought leaders, researchers and scientists from around the world are asking the leaders of the world's wealthiest nations to adopt Aging and Dementia as a theme of the G20 Summit next year.
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Mon, 16 Apr 2018 15:34:00 -0400
A one-size retirement strategy does not fit all. This is true not only from person to person but also from year to year. You can’t plan for retirement the same way at age 60 as you did at 35; your priorities are different, and your assets need to be realigned to reflect your life circumstances.Mon, 16 Apr 2018 13:52:00 -0400
Why not just fund Medicare through general federal revenues rather than the FICA tax?
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Mon, 16 Apr 2018 12:18:00 -0400
A food festival celebrates the best of SoCal dining with a month of eventsMon, 16 Apr 2018 09:30:00 -0400
Today’s post addresses potential ways to sequence available benefits, when the earnings test does and does not apply, children's benefits and disability benefits, sequencing survivor's and retirement benefits and how filing early can affect other potentially available benefits.
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Mon, 16 Apr 2018 07:00:00 -0400
In addition to more frequent compounding, monthly paying companies (like LTC) also offer less market risk. With an annual distribution, you have just one day a year to buy additional shares via a dividend reinvestment program.
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Sun, 15 Apr 2018 20:47:00 -0400
Under the Tax Cuts and Jobs Act, deductions for meals, entertainment and travel may be limited, thus increasing the likelihood of more businesses offering retirement plans such as 401(k) plans, SEP and SIMPLE IRAs.
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Sun, 15 Apr 2018 16:12:00 -0400
If we use Mexico as a case study on the impact of renegotiating trade deals, then look at the Mexican bond yield curve. The short-term noise surrounding NAFTA can be a huge opportunity.
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Sun, 15 Apr 2018 11:35:00 -0400
Older folks don't necessarily want to live at home, despite what researchers say, especially if it means living alone or needing to have family take care of them. And what, exactly, does living "at home" mean? Sometimes that's code for "living in the past."
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Sun, 15 Apr 2018 07:35:00 -0400
The travel bug is easy to catch and hard to shake, and Millennials love to travel. Against their long-term, best interest, what are Millennials sacrificing in financial security tomorrow for satiating their wanderlust today?
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Sun, 15 Apr 2018 07:32:00 -0400
Feel like you are missing some of your old retirement accounts? You are a not alone, here are some tips to track down missing pension of 401(K) accounts. You saved the money make it work for you.
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Fri, 13 Apr 2018 11:30:00 -0400
The Tax Cuts and Jobs Act should change the way most people make charitable gifts, especially retirees.
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Fri, 13 Apr 2018 11:21:00 -0400
Some public pensions are shockingly underfunded; others are actually, in the grand scheme of things, doing well. Why?
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Fri, 13 Apr 2018 09:58:00 -0400
Today’s post addresses delayed retirement credits, managing available benefits, benefits for disabled children, the nine month requirement for survivor's benefits and whether names changes can affect benefit eligibility and amount.
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Fri, 13 Apr 2018 07:00:00 -0400
I reserve my highest REIT ratings for companies with growing dividends , wide moats, and of course a wide margin of safety (that’s “intelligent REIT investing”).
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Thu, 12 Apr 2018 13:44:00 -0400
You have until Tax Day to fund your IRA for the previous year – for 2017, it’s April 17, 2018. If you decide to maximize this planning opportunity, here are a couple of pitfalls to be aware of.
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Wed, 11 Apr 2018 20:02:00 -0400
A study shows $1 million doesn't go as far as it used to.
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Wed, 11 Apr 2018 15:23:00 -0400
The House will soon vote on a Constitutional amendment to balance the budget. It is really an amendment to cut Social Security, Medicare, and Medicaid long-term care services.
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Wed, 11 Apr 2018 15:04:00 -0400
This is the second blog in a three-part series that focuses on anticipating and planning for retirement based on your current stage of life and expectations for the future.
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Wed, 11 Apr 2018 14:48:00 -0400
When taking distributions from your Individual Retirement Account (IRA), it is important to remember three things: tax ramifications, the actual process of the withdrawal and your distribution options
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Wed, 11 Apr 2018 12:03:00 -0400
Long-term care risk remains a huge issue for both financial advisors and consumers. Misconceptions appear to be holding many back from better planning but there are some common sense solutions available.
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Wed, 11 Apr 2018 09:40:00 -0400
Today’s post addresses how the new law might affect available benefits, sequencing widow(er)'s and retirement benefits, how married couples might file, what benefits might be retroactively available and how and why Social Security provides benefit estimate information.
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Wed, 11 Apr 2018 09:07:00 -0400
Telltale signs it's time to change investment advisors and how to make the shift with grace.
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Wed, 11 Apr 2018 07:17:00 -0400
Warren Buffett should let his employees put their money where his mouth is.Tue, 10 Apr 2018 23:46:00 -0400
This is no April Fool's joke -- virtually everyone can save for retirement if they wish. But we can make it easier to do so.
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Tue, 10 Apr 2018 16:09:00 -0400
How do you do this? Pay off your mortgage as soon as you can, and definitely pay it off before you retire. And don’t buy a home if you can’t afford to pay it off between five to 10 years.
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Tue, 10 Apr 2018 12:03:00 -0400
Based on the 2017 IRS Audit data, audits performed by the IRS have fallen for the sixth straight year. However, you still need to make sure your returns are compliant with all IRS rules and regulations.Tue, 10 Apr 2018 11:43:00 -0400
Three things to know as the retirement plan coverage conversation takes the lead in the coming years.
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Tue, 10 Apr 2018 09:59:00 -0400
Your job isn’t done when you retire. Things change during retirement, and you have to keep up with the changes.
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Tue, 10 Apr 2018 08:42:00 -0400
Avoid making an emotional retirement decision with these tips
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Tue, 10 Apr 2018 06:01:00 -0400
Want to leave money to charity? Do it now with a charitable gift annuity or a charitable remainder trust.
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Mon, 9 Apr 2018 23:31:00 -0400
When deciding to use an IRA to invest in real estate, it's important to know these five steps, including IRS rules and IRA custodian options, before proceeding.
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Mon, 9 Apr 2018 17:23:00 -0400
As a society we claim to have great respect for older citizens but we don't seem willing to put our money into Social Security or Medicare, despite the growing need for more. It's time we put our money where our mouths are and increase the rate and the maximum amount of our annual contribution.
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Mon, 9 Apr 2018 14:29:00 -0400
The SP500 had 23 daily moves of 1% or more in the first quarter compared with just 8 such days for all of 2017. The performance of the alternatives themselves is fairly revealing. Could the markets be sniffing out the return to some higher levels of inflation and an economy in its late stage?
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Mon, 9 Apr 2018 13:25:00 -0400
The co-author of The New Senior Man says these four advantages for men in retirement can lead to opportunities and happiness.
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Mon, 9 Apr 2018 11:54:00 -0400
There is a problem many investors face today because they have become complacent about what “the stock market” is, and they are letting some combination of passivity and greed blind them from what has become a major risk to their wealth: “concentration risk.”
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Mon, 9 Apr 2018 11:52:00 -0400
Why fear a 3% ten-year Treasury, when there are ways to grab yield?
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Mon, 9 Apr 2018 11:37:00 -0400
This educator knew it was time for retirement at 70. She worries more about becoming irrelevant than about making her money last.
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Mon, 9 Apr 2018 10:48:00 -0400
Start Writing In Retirement With These Simple Tips
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Mon, 9 Apr 2018 10:24:00 -0400
Today’s post takes up how to file a restricted application, whether to pursue a strategy involving suspending a retirement benefit, the status of final checks for deceased individuals, potential effects of working past 70 and effects of one spouse's benefits on those of the other spouse.
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Mon, 9 Apr 2018 09:07:00 -0400
Millions of 401(k) investors dump stocks and buy bonds when the market heads south. Here's why that's a bad idea.
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Mon, 9 Apr 2018 09:00:00 -0400
Retirees are often more successful as entrepreneurs because they have more financial strength, personal stability and self-awareness than those in other cohorts.
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Mon, 9 Apr 2018 07:00:00 -0400
Evidence suggests all asset returns are predictable, to some extent, with returns on real estate relatively easier to forecast.
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Sun, 8 Apr 2018 11:17:00 -0400
U.S. stock market volatility has soared. Why are rest of the financial markets sleeping?
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Sun, 8 Apr 2018 11:05:00 -0400
Scholars have proposed a plan for "catch-up" Social Security contributions to boost benefits. Is it worth its salt?
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Sat, 7 Apr 2018 11:40:00 -0400
Facing a big tax bill for 2017? If you are a small business owner or self employed, you still have time to open a SEP IRA. You can potentially sock away $54,000 for 2017. Here is what you need to know.
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Fri, 6 Apr 2018 12:11:00 -0400
The first quarter was a roller-coaster. It was also, as Winston Churchill once said about Russia, "a riddle, wrapped in a mystery, inside an enigma."
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Fri, 6 Apr 2018 11:30:00 -0400
Most media reports say Americans aren't saving enough for retirement, but another view is that many people save too much and overly constrain their standards of living.
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Fri, 6 Apr 2018 11:14:00 -0400
If you've got $1 million, you're set for a comfortable retirement, right? Not really. Here's why that is, and what you can do about it.
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Fri, 6 Apr 2018 09:51:00 -0400
Today’s takes up early spousal benefits, restricted applications, early filing, the family maximum that can be claimed on a single record and whether a recipient can lower their benefit received.
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