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Archives for 2012
Higher contribution limits on 401(k) & IRAs
Fiscal cliff’ calculator: What it means for me
Talk about financial planning with family during holidays
Is Your Financial Professional Truly A Financial Advisor?
Student loan forgiveness = Tax debt
Why Social Security is Sustainable
Give the gift of education with help from UESP & Zions Bank
Health Reform Subsidy Calculator
Year-End Investment Considerations for Investors
More Than 80 Percent of Centenarians are Women!
Taxes, W-2s & Health Care Reform
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Higher contribution limits on 401(k) & IRAs
Fiscal cliff’ calculator: What it means for me
Talk about financial planning with family during h...
Is Your Financial Professional Truly A Financial A...
Student loan forgiveness = Tax debt
Why Social Security is Sustainable
Give the gift of education with help from UESP & Z...
Health Reform Subsidy Calculator
Year-End Investment Considerations for Investors
More Than 80 Percent of Centenarians are Women!
Taxes, W-2s & Health Care Reform
Student Loan Prevention Strategies
Top 10 Topics for 2012
Kids and Allowance: The Debate that Divides Us
Learn about Retirement Planning
Social Security: The Facts May Surprise You
All I Want for Christmas is Inescapable Debt
Regifting
Think You're Going to Work Forever?
You Bought an Annuity. Now What?
Financial Literacy 101: Best Investing Books
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How to live a happier financial life
As a long-time Wall Street Journal reader I've followed and shared the financial wisdom from writer Jonathan Clements. He packs a lot...
Social Security Payroll Taxes Return to 2010 Level
In 2010, Congress lowered the Social Security payroll tax in an effort to stimulate the economy. That reduction in the SS payroll tax expir...
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This article by Rich White was written for financial advisors but is a great, understandable tutorial on Medicare with step by step instruct...
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Don't. Many people are happy working and for them the best retirement advice may be not to retire, writes financial planner Dan Moisan...
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When you buy a single premium immediate annuity you buy a guaranteed lifetime income from an insurance company. Vanguard Annuity Access al...
An extra $750 in your pocket
"American drivers are expected to save about $750 this year on gas, according to the latest government projections...." Even if yo...
What if investors had an independent second opinion?
A Radical Proposal for Investors: What if investors had an independent second opinion? By Daniel Solin (3/18/15). Selectively quoted from h...
10 reasons your retirement plan won’t cut it
Food for thought from Robert Klein, CPA, PFS, CFP®, RICP®, CLTC, MBA, MST, the founder and president of Retirement Income Center , a retire...
Is Your Financial Professional Truly A Financial Advisor?
I want to share with you the perspective of Lon Jefferies, a Certified Financial Planner™ (CFP) in SLC. He makes the point that anyone can c...