Tag Archives | investment

retirement money

Retirement Options With New Job

Your Retirement Money Options When you start a new job the last thing you may be thinking about is the money in prior employer’s retirement plan. Your negligence may be due to a misunderstanding of the options available to you. Let us help you understand those options so you can choose which one works best for […]

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green check mark on 401k list

Your 401k Review Check List

Is Your 401k On The Right Course? Without a 401k check list how would you know if your 401k is on the right course? You wouldn’t, which is why we have come up with a check list for you. If you review your 401k once a year you stand a better chance of reaching your retirement […]

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magic money

The Magic Formula For Retirement Money

How Will You Make Your Retirement Money Last? Financial planners may try to sell you on the idea that there really is a magic formula out there for making your retirement money last forever. They present all kinds of calculations and charts to you, hoping you will buy off on their ingenious solution to your money concerns. If you […]

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inheritance taxes

Say Hello To Your Inheritance Taxes

Inheritance Taxes? I Don’t Have Any Inheritance Taxes! There are taxes and then there are inheritance taxes. Most individuals do not think that they will ever have to worry about inheritance tax issues because they do not make a lot of money, have few assets or are deep in debt. This is a financial fallacy […]

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Got Tax Bracket Magic With Retirement Plan?

Dodge Retirement Problems Having left over money after expenses is your key to finding retirement investment money. If your income happens to fall into the wrong tax bracket you may need some tax bracket magic to find that money. Learn how to doctor your adjusted gross income in retirement.

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Is Your Retirement Plan Obsolete?

Does Your Retirement Plan Need Alternatives? You only earn so much money; how you invest that money will determine what kind of retirement you will have. The best investment advice given by financial advisers is that you check your investment portfolio mix. In a choppy market investments can shift. If you aren’t watching your portfolio […]

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Are You On Target To Retirement?

Retirement Gets The Shaft Set Your Retirement Target Then Forget About It Ever feel as if your boss, kids, parents, friends and neighbors all want a part of you? Many people do. When that pressure mounts, some things in life get neglected. If you are feeling the pressure to keep up you may find yourself […]

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