6. Retirement Planning
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It’s Coming!
The Updated version of the 401K First Aid Kit- How to Stop Your Portfolio Bleeding and Get Back to Financial Health is being update for 2014. Here’s what’s in it: *Don’t know how…
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Massive 401(k) Losses?- Not Really
A client asked me to look over his 401(k) portfolio. He was quite disturbed over the losses in his account. He agreed to pay me my hourly rate for one hour just to…
- 1. Cash & Credit, 2. Risk Management, 3. Estate Planning, 4. Identify Goals, 5. Investment Planning, 6. Retirement Planning, 7. Tax Planning
Does this Wealth Program Really Work?
I received this reader question recently and wanted to respond publicly: “I would like to no more about this programs and does it really works? I have made a few investments on the…
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You Inherited an IRA- Now What?
IRAs (Individual Retirement Account) are great investment vehicles for tax deferred growth and estate planning. An IRA has a designated beneficiary when the account is set up that makes it easy to determine…
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Roth IRA or Not? Listen in on the new Roth IRA Rules
Join me in an interview with Curtis Smith CFP®, a fee-only Financial Advisor, to find out how a Roth IRA works and if it is right for you. You can listen in at…
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Is Your Pension Plan Failing?
Are you worried that your pension plan won’t be around when you need it? Do you know what to look for if it it failing? Traditional pension plans are defined benefit plans in…
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Build Wealth with the Social Security Reset Option
As part of a strong retirement plan to build wealth, you hope to achieve income from taxable (401K plan), tax-free (muni-bond type), and tax advantage funds (capital gains) in addition to social security. Many…
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Do It Yourself Financial Plan Step 6 Retirement Planning
Retirement Planning is step 6 of 7 in your do it yourself financial plan. Everyone would like to retire early and retire rich. But what does that look like to you? Some people…
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College Education Costs Twice the Inflation Rate-Financial Aid Tips
The cost of an education will increase about twice of the general inflation rate. Students are finding that their parents make too much money for some financial aid and not enough for others.…
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Top Ten Money Skills Children Need by Age 18
Save Keep track of money get paid what you are worth spend wisely talk about money live on a budget invest exercise an entrepreneurial spirit handle credit use money to change the world…