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Results: 19 Articles found.

Risk Management and Your Retirement Savings Plan

A well-rounded approach to retirement planning will help ensure that you have money to last the rest of your life. But every investment involves risk

 
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Charitable Giving

If you have the means to give charitably, your good deed can pay you back with special tax incentives. Donations can result in a tax deduction, help you avoid capital gains taxes, and minimize estate taxes after your death.

 
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Estate Planning Documents You Need

Do you have your estate in order? Whatever your age, financial status, or health, there are a few key documents that are important to have in place.

 

Holding Equities for the Long Term: Time Versus Timing

That’s tough for many of us — particularly when stocks do tumble for an extended period. But what does “long term” investing really mean?

 
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Life Insurance Riders that Pay for Long-Term Care

When you’re planning for the future, life insurance and long-term care will usually come to mind.

 
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Four Things Women Need to Know about Social Security

Many women don’t know enough about it. So we’ve put together answers to a few common questions.

 
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IMAGINE a view of the future.

You probably have big dreams for your future. Read on why financial planning is Important.

 
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What's new (and what's not) in 2016

Here are the new tax laws for 2015. Deposit for 2015 up until April 18th: The deadline for maximizing IRA contributions isn’t New Year’s Day. You have through April 18th of this year to contribute toward your 2015 IRA maximum.

 
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Income Tax Key Numbers

All the important tax planning numbers you'll need for 2015 and 2016. Areas covered include Individual income tax planning and marginal tax rates, Investment planning, Education planning, Retirement planning, Business planning, Estate planning, Protection planning and Government benefits.

 
 
Results: 19 Articles found.


 
 

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