Happy New Year!

Top 10 Financial New Year’s Resolutions

Have you set your New Year’s resolutions yet? According to a recent study, 31 percent of them are money-related. The top financial resolution was to save more money (39 percent), followed by paying down debt (24.6 percent), improving spending habits (15.1 percent), investing more (11.6 percent) and getting a raise (11.3 percent). Interestingly, men were […]
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Retirement Benefit Changes in 2015

How Your Retirement Benefits Will Change in 2015

Starting next year, there will be important changes to your Social Security, Medicare, Individual Retirement Accounts, and 401(k)s. Here are the new features your retirement benefits will have.  Social Security – Recipients will see a 1.7% increase next year for the annual cost-of-living adjustment. For those working, you will still be paying 6.2% of your income […]
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IRAs For Retirement and Inheritance

An Individual Retirement Account (IRA) is a great way to save for retirement. An IRA also can be a great inheritance for your heirs – if done properly. One wrong move and you may owe a huge amount in taxes. The biggest benefit of an IRA is the tax benefits. All of the interest, dividends […]
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SMART 401(k) Investing

401(k) retirement plans can make the difference between a financially secure retirement and the specter of running out of money. These plans offer tax benefits and the opportunity for your savings to compound over time. So it’s important to understand every aspect of how your 401(k) plan works, whether you’re just getting started or you’re […]
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A Good Time For Tax Planning

As the end of 2012 approaches, we know you are busy with holidays, family, and travel, but it is also a good time to do some last minute tax planning. Currently, a significant number of tax breaks, collectively known as the Bush-era tax cuts, are due to expire on Dec. 31, meaning taxpayers could have […]
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The Best Investment You Can Make

  Many people are always on the lookout for the best investment to make money. It may be company stock, a mutual fund, a piece of real estate or maybe a business venture. However, there is one investment that many people overlook, and it is the best investment you can make: yourself! You are your […]
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