Saving on Taxes
Schedule D

What is This New Schedule D Form 8949?

You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...

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Investment
Stress Test

Stress Test Your Financial Health

Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...

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Investment
Investor or Speculator

Are you an Investor or Speculator?

How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...

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Stolen Identity
identity theft

Top Ways You Can Prevent Ident Identity Theft

Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...

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Savings
Take Charge of Your Financial Literacy

Take Charge of Your Financial Literacy

As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...

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Buying a Home
House Money

The Best House for your Money

When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...

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Starting a Family
expecting parents

Planning Basics for New and Expecting Parents

Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...

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Savings
Ways to Be a Better Saver

Put Your Finances on a Diet: 8 Ways to Be a Better Saver

Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...

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What is Fair

Tax Reform – What is Fair?

Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...

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Retirement
Reality Retirement

The New Reality of Retirement

“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...

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Savings

Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...

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Investment
Money Resolutions

Money Resolutions

We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...

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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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retirement
Retirement Account

RMD Time: Handling Retirement Account Distributions

Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...

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Savings
retirement income

Retirement Income Tax Strategies

There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...

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Investment
annuity investments

Introduction to Annuities

Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...

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Saving
Travelling Tips

Tips to Take Your International Travel Dollar Further

Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...

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Starting a New Job
college graduate

A Guide to Employee Benefits for the Recent College Graduate

If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...

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Investment
Free Upgrade

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

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Divorce
Baby Boomer Divroce

The Perfect Storm Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...

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saving
Fringe benefits

Financial Resolutions With Huge Fringe Benefits

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...

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Caring for a Loved One
financial help

If a Friend Needs Financial Help Do It the Right Way

There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...

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Preparing for Disaster
travel insurance

Make Sure Your Travel Insurance is a Real Safety Net

Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...

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Credit Repair
cut your debt

10 Ways to Cut Your Debt Now

For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...

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Divorce
tax issues and divorce

Tax Issues and Divorce Financial Planning Considerations

Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...

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Estate Planning
Don’t Die

Everything is Fine, Just Don't Ever Die

It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Investment
Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

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Insurance
important asset

Protecting Your Most Important Asset

What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...

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Retirement
Retirement Preperation

Retirement Preparation to Live Comfortably Later

Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...

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