IT'S ALL ABOUT MONEY MANAGEMENT
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October 2012 -
Here are some classic financial missteps that plague retirees. Why not plan to avoid them? Take a little time to review and refine your retirement strategy with a financial professional you know and trust.
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September 2012 -
Cybercrime hits over 74 million Americans annually. There are warning signs of cybercrime. Watching out for them just might save you money and headaches. Here are some tips.
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August 2012 -
How much salary should you defer into a retirement plan? The average corporate employee makes a pre-tax contribution of around 7.2% of pay--but do your math, because many people need to save much more!
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July 2012 -
When is being risk-averse too risky for the sake of your retirement? Many people in their fifties and above still need to accumulate wealth for retirement even as they need to withdraw retirement savings.
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June 2012 -
Are you a taxpayer worried about being audited? Self-employed individuals seem to be magnets for audits. Here are some red flags that might get you extra IRS scrutiny--and a possible refund from 2008.
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May 2012 -
If you use Facebook, LinkedIn, and Twitter, you may have wondered what happens when users die. Are profiles immortal? Are memories lost? Well, the policies vary--here are your answers.
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April 2012 -
True or false? “Many Americans are being forced to retire later because their savings and investments took a hit in the Great Recession.” Some of the statistics don’t seem to back this up....
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March 2012 -
The reopened Offshore Voluntary Disclosure Initiative (OVDI) program is explained: undeclared offshore assets/accounts, noncompliant taxpayers, reasonable-cause arguments, noisy disclosure, willful filer, and more.
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February 2012 -
What do you do when an account owner passes away? If your loved ones have invested, saved, or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies, or assets.
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January 2012 -
Companies sponsoring group health plans should be aware of the changes coming to the health insurance industry as part of the “second stage” of health care reform.
