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Real Estate Transaction Documents
Buying or selling a house? The legal documents can make you crazy! It’s to your advantage to understand the documents required and whether you should sign on that dotted line.
Senior Care Housing Options
Where will you live if you need some type of assistance? Reviewing the options can be overwhelming. Before making a decision, have a clear understanding of the services provided as well as the financial impact.
Cyber Insecurity: Your Information is at Risk
Anthem recently announced that the personal information of 80 million insured individuals had been compromised. The cyber thieves have both financial and medical identification data.
Traditional vs. Roth 401(k) Plans
Given the choice, would you prefer a tax break now or a tax advantage later? The differences between 401(k) plan options can have substantial effects on your long-term financial goals.
When Parents Depend on You
What do you do when Mom or Dad needs assistance? First, you need to know what, if any, planning they have done. Second, you need to understand the financial impact you may experience.
Impact of Swiss Currency News
We all know that the U.S. dollar changes value relative to other currencies. However, early last week, $10 was equal to about 10 Swiss Francs.
Tax Filing Time
2014 is history and now it’s time to file tax returns. You may be noticing the arrival of tax information in your mail box or email account. Using the appropriate tax form for you may reduce both time and effort.
Avoiding Credit Score “Dings”
With the sound of holiday bells in the air, don’t turn a pleasant ring into a dreadful ding! Overspending on credit cards for all that shopping and merriment could turn that nice ring into a credit score “ding” in January.
Why Do-It-Yourself Investors Underperform
According to Dalbar, people who managed their own investments over the last twenty years achieved a 2.5% return while the S&P 500 went up 9.2%. Why such a disparity?
Hiring an Investment Advisor? 3 Red Flags
Who you hire to manage your money may be one of the most important decisions you make. Many investors have been devastated by fraudulent or incompetent investment advisers.
Signing Up for Medicare
As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.
401(k) Loans: Good or Bad Idea?
Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.