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OPTIONS FOR TAKING MONEY OUT OF A ROTH
Explaining some of the intricacies of withdrawals. Sometimes people want to access Roth IRA funds for early retirement or other purposes. Maybe you’re one of them. If you have ever thought about taking...
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Bond Investing
Multiple Choices (and Complications) for Investors. Bond investing basics are simple. When you buy a bond, the bond issuer – either a government or corporation – pays you an agreed-upon rate of...
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TAXING THE RICH TO PAY FOR HEALTH CARE
That’s part of the plan. How will you be affected? In 2013, wealthy Americans will pay extra Medicare taxes. Congress, President Obama and the IRS are putting a surcharge on the wealthy to help fund...
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Is Inflation Disappearing?
Shouldn’t it be rising with all this bond buying? Consumer inflation just hit a 50-year low. So indicates the Federal Reserve’s preferred inflation gauge – the Personal Consumption Expenditures (PCE)...
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Politics aside, how could coverage improve for you & your loved ones? Taking...
Health care reform has many fans and many detractors. Amid all the sound and fury, the plain facts risk being blurred. So here is a look at where the reforms stand, and what they potentially offer you....
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An Emerging Debt Deal
The fix is merely short-term, but it is certainly welcome. A bipartisan deal emerges from the Senate. After weeks of contention, a bill to reopen the bulk of the federal government and avert an...
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Economic Update for The New Year
January 2014 THE MONTH IN BRIEF Stocks finished 2013 with a flourish. The S&P 500 rose another 2.36% last month to return 29.60% on the year. As Wall Street celebrated, good news came to Main...
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Organizing Your Paperwork for Tax Season If you haven’t done it, now’s the time.
Organizing Your Paperwork for Tax Season If you haven’t done it, now’s the time. How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier...
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Wise Decisions with Retirement in Mind
Some retirees succeed at realizing the life they want, others don’t. Fate aside, it isn’t merely a matter of stock market performance or investment selection that makes the difference. There are...
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Wise Decisions with Retirement in Mind
Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future. Some retirees succeed at realizing the life they want, others don’t. Fate aside, it...
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Socially Responsible Investing
Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn’t mean you have to forgo pursuing a return on your...
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How Grandparents Can Help Grandchildren With College Costs
As the cost of a college education continues to climb, many grandparents are stepping in to help. This trend is expected to accelerate as baby boomers, many of whom went to college, become grandparents...
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Setting and Targeting Investment Goals
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little...
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