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Adjusting Your Money Mindset

Adjusting Your Money Mindset

Money is a powerful force in our lives. We’re required to think about money—how much we have, how much we want, how to get more of it— on a regular…

Lending Money to Family Members—Is It Ever a Good Idea?

Lending Money to Family Members—Is It Ever a Good Idea?

It’s harder than ever for young adults to save and get ahead in our current economy. Modest incomes and college loans make it tough to assemble enough cash to purchase…

If You’re in the Homestretch Before Retirement, It’s Time to ‘Floor It’

If You’re in the Homestretch  Before Retirement, It’s Time to ‘Floor It’

As people enter their 50s and early 60s, earnings from work or other income sources often begin to reach a peak. In many instances, this also happens at the same…

Landing Your Dream Job…In Retirement

Landing Your Dream Job…In Retirement

Many retirees choose to work in re­tirement. Americans in general have a strong work ethic, so a life of ex­tended leisure doesn’t appeal to ev­eryone. And with the average U.S.…

Three Essential Money Topics to Discuss Before Marriage

Three Essential Money Topics to Discuss Before Marriage

When couples tie the knot, they make a commitment to stand by one another, for richer or poorer. Despite this earnest vow, money is a common source of marital strife…

Six Ways to Protect Your Identity

Six Ways to Protect Your Identity

Recent data breaches at several national retailers illustrate the importance of keeping your identity safe and secure. Not only are identity thieves getting more brazen — hacking into retail computer…

Top 10 Tax Tips for Legally Married Same-Sex Couples

Courtesy of Nanette Lee Miller, CPA 1. Married Tax Status Determine if there is any benefit to filing amended income tax returns using “married” status. Married tax status, as compared…

Getting Down to Retirement Business When You’re Self-Employed

Getting Down to Retirement Business When You’re Self-Employed

If you call yourself a consultant, a freelancer or an independent contractor, you’re one of the growing numbers of Americans without an employer-sponsored retirement savings plan. As a solo entity,…

Smart Moves for Retirement Relocation

Smart Moves for Retirement Relocation

Retirement opens the door for many retirees to consider a change in residence. Here are answers to questions about the financial implications of relocation at this stage in life. Q:…

The Stock Market Reaches New Highs – Now What?

The Stock Market Reaches New Highs – Now What?

If you had money invested in the stock market in 2013, you’re most likely pleased with the results. It’s rare that major stock indexes, like the benchmark Standard & Poor’s…

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