Monday, January 2, 2017A revocable living trust provides financial protection in the event you are no longer able to manage your financial affairs yourself. You can be trustee while you are healthy, but if you have a str... READ MORE >>
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Monday, January 2, 2017Your home and the things in it generally represent the largest asset your family will ever have. For this reason it is very important to have your home and its contents insured at all times. READ MORE >>
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Monday, January 2, 2017No matter what type of investor you are, it is important to keep your plan on track. Revisit your asset allocation periodically (every year or two, depending on market conditions) and see whether it needs adjustment. READ MORE >>
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Monday, January 2, 2017The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. READ MORE >>
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Monday, January 2, 2017The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property before death and escape death taxes altogether. READ MORE >>
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Monday, January 2, 2017Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know are within your price range. READ MORE >>
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Monday, January 2, 2017A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in the United States. READ MORE >>
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Monday, January 2, 2017Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities to save on taxes. READ MORE >>
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Monday, January 2, 2017If you find yourself in trouble financially, there are usually no easy answers -- but there are many ways out for those willing to commit to changing their financial habits. READ MORE >>
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Monday, January 2, 2017As a business owner, there are several reasons you might want to implement a qualified retirement plan for you and your employees. Not the least of which is that qualified plans provide numerous tax advantages. READ MORE >>
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