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Selling Houses and Paying Taxes: Your Questions Answered
A second marriage often finds the couple with two houses. Purchasing a new home and putting your own stamp on it is one of the joys of starting a new life together.
4 Charitable Giving Questions – Answered!
Confused about charitable giving? Understanding the ins and outs of it is important. Your gifts will not only lower your tax bill, but will also help support causes you care most about.It's a win-win situation!
The Final Frontier for Investing – Live Long… and Prosper?
Frontier Markets, just like a Star Trek adventure, come with some bold challenges. Are you ready to diversify into the least developed, but fastest growing, countries that make up the Frontier Markets?
Don't Ignore Your 401(k) - Maximize Your Benefits Now!
To have financial security in retirement, you need to plan appropriately to ensure you will not run out of money. That means taking advantage of retirement savings vehicles such as the 401(k) or 403(b) that is provided by your employer.
Will China's Volatile Market Impact You?
Stock prices in China have plummeted over the past few weeks. This turmoil has raised concerns regarding the outlook for the world's second-largest economy and potential spillover effects on global markets. How does this market volatility in China affect you?
Greece Defaults - Now What?
Today, Greek banks and the Greek stock market were closed, as they will be all week. Meanwhile the Greek citizenry are getting set to vote on a referendum that could determine whether they remain part of the European Union or exit.
The Ups and Downs of Downsizing for Retirement
Many people assume downsizing their lifestyle during retirement is a simple task that leads to decreased spending and increased satisfaction during non-working years.
Will Social Security be Around When I Retire?
Most of you have probably seen the math: if no changes are made, Social Security will run out of money somewhere around the year 2035.
It’s a Triple Crown Winner!
It’s been 37 years since the world has experienced a Triple Crown winner! An amazing achievement! What lessons can we glean from American Pharoah’s accomplishment to help us attain our own retirement “triple crown” status?
The Hazards of 401(k) Loans!
If you need money, should you consider borrowing from your 401(k)? It may be the easiest place to get needed funds, but is the impact on your future retirement lifestyle worth it?
You've Graduated - Now Pass Your Financial Test
I was honored to attend Hanover College’s graduation ceremonies this past weekend. This is the financial advice I would share with any young person who is beginning the next chapter of his/her life’s story.
Simple Tax Strategies to Make Retirement Funds Last!
How can you boost the longevity of your investment portfolio during retirement? Holding the appropriate investments in your account and paying attention to the income tax ramifications can add years to your income flow.