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4 Things You Need to Know About Capital Gains Tax
September 6, 2016

Throughout the year, we all make decisions that could either positively or negatively impact our tax status the following spring. Capital gains tax is certainly one of those areas that can surprise you. Any time that you sell certain items and make a profit, you could trigger capital gains tax,…

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Breaking the High Income Curse
August 22, 2016

The idea that high-income earners are “cursed” sounds ridiculous to most people. After all, doesn’t more money equal more wealth, more freedom, and more happiness? Well, it can… when managed properly. But if a high annual income always guarantees permanent wealth, why do 78 percent of NFL players eventually experience…

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4 Ways an Annuity Can Help You with Estate Planning
August 15, 2016

You probably dream of leaving a legacy to your children and grandchildren, but unfortunately, it’s not so simple as just writing them a check. If you want to leave money to your heirs, you could face various challenges in the form of taxes and other complications. That’s why many aging…

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Common Social Security Myths
July 25, 2016

As you would expect with any large government program, the Social Security program has so many complicated rules and procedures that they wouldn’t fit in a Manhattan phone book! You can hardly be expected to become familiar with all of them, so it’s no wonder that the general public believes…

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Avoid This Unpleasant Tax Surprise in Retirement
July 18, 2016

If you’ve heard anything about retirement planning, it’s probably the common mantra to save as much as you can. In fact, setting aside as much tax-deferred funds as possible makes sense for your current financial situation as well, because you’re lowering your tax liability while also preparing for the future….

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Protect Yourself From Online Identity Thieves
July 11, 2016

If you’ve grown tired of crowds, long lines, and inconvenient operating hours, then maybe you have replaced mall shopping with online shopping. It’s a trend that continues to grow, and it’s probably not ever going away. But unfortunately, online shopping does create vulnerabilities. Whereas a pickpocket might snatch your purse…

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The Top Three Life Insurance Mistakes
July 4, 2016

You know that selecting a good life insurance policy is one of the best ways to protect your family, in the event that something ever happens to you. But making one of these common mistakes can erode the value of your life insurance plan, meaning your family might not be…

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Couples Can Reap More from Social Security
June 27, 2016

Last fall, Congress closed a loophole in Social Security rules that allowed couples to “file and suspend” benefits, a strategy that helped many couples earn larger monthly checks from the program. Many married couples who were planning on utilizing this strategy were forced to scramble and reevaluate their retirement income…

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Retirement Planning Mistakes You Might be Making, Part Two
June 13, 2016

In our last blog, we discussed a few common retirement planning mistakes. The most obvious one, of course, is not saving enough for retirement. But since there are plenty of other mistakes you might be making, we decided to turn the focus to those. This week we’ll review a few…

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Retirement Planning Mistakes You Might be Making, Part One
June 9, 2016

You already know that many American workers aren’t saving enough for retirement. According to recent studies, many Baby Boomers will be living off of a savings worth about $7,000 to $9,000 annually (in addition to Social Security). But aside from the obvious mistake of not saving enough money, many of…

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