Weekly Economic Newsletter – February 10, 2014

February 10, 2014 · · Articles, Newsletters · 0 Comments

    WEEKLY QUOTE “Get the facts, or the facts will get you. And when you get them, get them right, or they will get you wrong.” – Thomas Fuller           WEEKLY TIP Double-check your eligibility for major federal tax credits (AOTC, EITC, child or dependent care credit, adoption expenses credit, Saver’s Credit and others). Dollar-for-dollar.

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Weekly Economic Newsletter – February 3, 2014

February 3, 2014 · · Articles, Newsletters · 0 Comments

    WEEKLY QUOTE “No two persons ever read the same book.” – Edmund Wilson           WEEKLY TIP Review your will every 3-5 years or whenever a life event occurs.        WEEKLY RIDDLE Joe showed up at a business meeting fresh and alert, even though he had not slept a wink during any of the past.

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Organizing Your Paperwork for Tax Season

January 30, 2014 · · Articles, Tax Planning · 0 Comments

If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or the tax preparer working for you) this winter. Here are some tips to help you get ready: As a first step, look.

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Weekly Economic Newsletter – January 27, 2014

January 27, 2014 · · Articles, Newsletters · 0 Comments

  WEEKLY QUOTE “Don’t let the past steal your present.” – Cherrie L. Moraga           WEEKLY TIP If you receive an inheritance, make sure your spouse understands your expectations for the money. Do you consider those assets yours to manage, or do you consider them joint assets?        WEEKLY RIDDLE You can make it and read.

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Weekly Economic Newsletter – January 21, 2014

January 21, 2014 · · Articles, Newsletters · 0 Comments

    WEEKLY QUOTE “The friend who holds your hand and says the wrong thing is made of dearer stuff than the one who stays away.” – Barbara Kingsolver           WEEKLY TIP With a durable financial power of attorney, someone you trust can act on your behalf to manage your finances and investments if you cannot..

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Weekly Economic Newsletter – January 13, 2014

January 13, 2014 · · Economy, Newsletters · 0 Comments

WEEKLY QUOTE “Kind words can be short and easy to speak, but their echoes are truly endless.” – Mother Teresa           WEEKLY TIP Low-fee or no-fee checking and savings accounts usually let you make major withdrawals without sizeable penalties. That’s a feature you may appreciate if you find you need to make an emergency withdrawal in.

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Weekly Economic Newsletter – January 6, 2014

January 6, 2014 · · Articles, Newsletters · 0 Comments

  WEEKLY QUOTE “Motivation is what gets you started. Habit is what keeps you going.” – Jim Rohn           WEEKLY TIP As the year gets underway, look at your monthly expenses. Could some of these bills be lower? Are some of these expenses optional? Could you save money by cutting a couple of expenses out?   .

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Looking Back at 2013

January 2, 2014 · · Articles, Economy · 0 Comments

How good a year was it for the economy? Statistics tell the tale. Was 2013 a terrific year for stocks? Absolutely. The good news wasn’t limited to Wall Street, however: the employment rate fell, the economy revved up, home prices rose and inflation pressure was minimal. Bulls triumphed. Christmas Eve brought the Dow’s 49th record.

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Weekly Economic Newsletter – December 31, 2013

December 31, 2013 · · Articles, Newsletters · 0 Comments

    WEEKLY QUOTE “How wonderful it is that nobody need wait a single moment before starting to improve the world.” – Anne Frank           WEEKLY TIP Here’s a New Year’s resolution worth considering: maxing out your annual contributions to retirement accounts in 2014. If you haven’t been doing this, see if you can do it.

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Weekly Economic Newsletter – December 23, 2013

December 23, 2013 · · Articles, Newsletters · 0 Comments

  WEEKLY QUOTE “A man with ambition and love for his blessings here on earth is ever so alive.” – Pearl Bailey WEEKLY TIP Some retirees don’t realize that a portion of Social Security income may be taxable. If you receive income from other sources, some of your Social Security benefits may be taxed if your modified.

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