Friday, July 25, 2014

The Advantages of Mutual Fund Investing

February 27, 2014 by Staff Report | No Comments

In basic terms, a mutual fund is a company whose main objective is to professionally invest a pool of money in securities and earn a…

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Managing Too Much of a Good Thing

February 13, 2014 by Staff Report | No Comments

Investors often find that a significant portion of their assets may have accumulated in one particular stock. Perhaps you have a long career working for…

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Teach Your IRA Beneficiaries to Stretch

January 30, 2014 by Staff Report | No Comments

Americans saving for retirement are well aware of the tax benefits that individual retirement accounts (IRAs) confer on account holders. Fewer are familiar with the…

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Juggling the Challenges of the Sandwich Generation

January 23, 2014 by Staff Report | No Comments

Life expectancies are almost five years longer today than they were 30 years ago,* a fact that increases the likelihood you will provide some form…

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Changing Interest Rates Might Affect Your Investments

January 16, 2014 by Staff Report | No Comments

Even if you didnt take Economics 101 in college, just navigating through the past several years has given you hands-on experience with one of the…

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What do Men and Women Want From an Investment Plan?

January 9, 2014 | No Comments

When couples live together in a committed marriage or partnership, domestic compatibility differences come to light one leaves the cap off the toothpaste and misplaces…

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Your Financial Picture, From Six Angles

January 2, 2014 by Staff Report | No Comments

When setting your financial goals, you first need to know your starting point. Thats why Denise Winston, a financial expert and author of Money Starts…

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Tax-Smart Retirement Moves

December 26, 2013 by Staff Report | No Comments

Smart investing involves choosing the right assets to meet your specific needs. It also involves holding those investments in the right types of accounts particularly…

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A Better Retirement Backup Plan

December 12, 2013 | No Comments

Since the Great Recession started nearly five years ago, the number of older Americans in the workforce has increased significantly. By some estimates, there are…

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