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Plan Well, Retire Well

Saving and investing your money

Do You Know It All?

Learning about finances never stops .When we're teenagers we tend to focus on spending money – and we're busy learning about checking and savings accounts. As young adults we learn more about using credit wisely for large purchases such as cars and homes. Time passes and a need to understand insurance, job benefits, and investments becomes evident. And at middle-age &ndash...

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Tips to Help Fuel Your Savings

Recent news of civil unrest and natural disasters have dominated the headlines and placed a squeeze on our wallets. In tough economic climates, saving money becomes even more important. With gas prices rising and projected to hit over $5.00 per gallon by early June, many of you may be wondering what you can do to cut your gasoline costs. One way many Americans have found helpful is to t...

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A Real Life Example of Rebalancing + Asset Location

It's that time of year for me – time to review what investments or savings my husband and I have and what types of accounts they are in. I have three goals: Rebalance , meaning I'll bring our asset allocation back to where it should be. Check our...

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What Does Your Tax Return Say About You?

Did you know that your tax return reveals a lot about what going on in your life? It's true. All of those tax documents you received in the mail tell a story. By now, you have received lots of forms marked "important tax information." Do you know what all these various forms are used for? Are you taking advantage of all of your potential credits and deductions available to you? Hopefully this b...

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Asset Location

No, that's not a typo. Asset location is something that you may not have heard about, but it is an accepted practice that seeks to make your investments more tax-efficient, thereby increasing your real return. In general, the idea is to hold your more tax-efficient investments (stocks, many stock mutual funds) in taxable accounts and less tax-efficient investments (bonds, real estat...

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