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Mar 23, 2015

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.

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Mar 16, 2015

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.

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Feb 16, 2015

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.

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Feb 10, 2015

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.

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Feb 2, 2015

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.

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Jan 19, 2015

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.

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Jan 13, 2015

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.

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Dec 17, 2014

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.

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Dec 15, 2014

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?

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Nov 17, 2014

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.

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Oct 27, 2014

Signing Up for Medicare

As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.

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Oct 6, 2014

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.

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