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Plan Well, Retire Well

Saving and investing your money

You Don't Think It Will Happen to You ...

You don't think it will happen to you but sometimes it does. The good news is that everyone got out of the burning building safely. The bad news is that the fire destroyed the house and all of my son's possessions. The good news is that we have insurance. The bad news ... we don't have an inventory of all the items that my son had in the house. Blogging is about sharing our experiences...

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Student Loan Repayment: What Students Need to Know

This week, we're pleased to welcome Sharon Cabeen as a guest blogger to Plan Well, Retire Well. Sharon will be writing a series of posts on a financial issue that we have not addressed here before: student loans. Sharon is director of financial literacy program operations with TG. You can reach Sharon at (800) 252-9743, ext. 6781, or by email at Additional informati...

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Save on taxes when paying for education

There are currently eight tax breaks that can help you reduce the cost of college or other post-secondary education. Whether you're saving for college for your kids, paying for classes you're taking right now, or making payments on student loans, there may be a tax break for you: Saving for future expenses Coverdell Education Savings Account Qualified Tuition P...

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E-File Your Taxes for Free!

I don't know about you, but doing taxes has never been on my top 10 things I like to do! However, I'm all for filing my tax return in an efficient manner that doesn't cost me money. And, many of us now have good choices for filing our returns for free. E-File Your Form 1040 Series Returns First, if you file a Form 1040 series, e-filing your tax return (submittin...

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