Holiday Wrap-Up – 2015

December 21, 2015 · · Articles, Economy, Investing · 0 Comments

A look back at 2015 thus far The year in brief. While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the index would tread water. The consensus forecast among.

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Your Year-End Financial Checklist

November 19, 2015 · · Articles, Cash Management, Financial Planning, Investing, Risk Management, Tax Planning · 0 Comments

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year.

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You Could Retire…But Should You?

September 4, 2015 · · Articles, Financial Planning, Retirement · 0 Comments

It might be better to wait a bit longer.  Some people retire at first opportunity, only to wish they had waited longer. Thanks to Wall Street’s long bull run, many pre-retirees have seen their savings fully recover from the shock of the 2007-09 bear market to the point where they appear to have reached the.

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Investing in Agreement With Your Beliefs

June 8, 2015 · · Articles, Financial Planning, Investing · 0 Comments

The case for aligning your portfolio with your outlook & worldview.   Do your investment choices reflect your outlook? Are they in agreement with your values? These questions may seem rather deep when it comes to deciding what to buy or sell, but some great investors have built fortunes by investing according to the ethical,.

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The Big Economic Mystery of 2015

May 22, 2015 · · Articles, Economy · 0 Comments

If the economy is healthy, why are retail sales so poor?     Retail sales have been flat or negative for four out of the past five months. Even though households are saving an average of $50 a month on gasoline compared to a year ago, that savings has not inspired consumers to increase their.

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Saving Your Elderly Parents from Financial Fraud

May 13, 2015 · · Articles, Cash Management, Fraud · 0 Comments

Talk to your elderly parents about their money (& those who could take it away)   Elders are financially defrauded daily in this country. Just a tiny percentage of these crimes are made public. In fact, the National Adult Protective Services Association (NAPSA) estimates that only 1 in 44 cases of elder financial abuse are reported..

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The Strong Dollar: Good or Bad?

April 22, 2015 · · Articles, Economy, Financial Planning, Investing, Risk Management · 0 Comments

What is dollar strength & who invests in it? You may have heard that the dollar is “strong” right now. You may have also heard that a strong dollar amounts to a headwind against commodities and stocks. While there is some truth to that, there is more to the story. A strong dollar does not.

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2015 IRA Deadlines Are Approaching

March 20, 2015 · · Articles, Retirement, Tax Planning, Uncategorized · 0 Comments

Here is what you need to know. Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional IRA(s). *April 15 is the deadline for making annual contributions to a.

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Will You Have to Pay Back Health Insurance Credits?

March 13, 2015 · · Articles, Cash Management, Tax Planning · 0 Comments

Millions of taxpayers may end up doing so in 2015. If you received a 2014 health insurance subsidy, you may get an unpleasant surprise. When the Health Insurance Marketplace (HIM) went online in late 2013, Americans shopping for coverage were asked to see if they qualified for a subsidy called the Premium Tax Credit. Millions.

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Avoiding the Common 1040 Mistakes

February 5, 2015 · · Articles, Tax Planning · 0 Comments

Don’t let these slip-ups creep into your federal tax return. No one wants to delay their federal tax refund. As you certainly don’t, filling out your 1040 form correctly is essential. To that end, it is worth noting some of the common 1040 mistakes – the little slip-ups that aggravate both the IRS and the.

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