Borrowing From (and Repaying) Your IRA
An IRA is intended to help you save for retirement and you are able to make tax-free contributions to an IRA with the idea that you will not begin taking money out of the account...
Emergency Planning – Setting Up a Financial Power of Attorney
A financial power of attorney or a durable power of attorney gives someone the authority to handle your finances in the event that you’re unable to make decisions.
Roth IRA Pros and Cons
Before you open a Roth IRA or convert your regular IRA to a Roth, you need to learn about the Roth IRA pros and cons, so that you can make...
Paying For Long Term Care With Life Insurance
Paying for long term care with life insurance can help them get the care they need later in life, without huge out of pocket expenses.
Rebalancing Your Portfolio for the Fourth Quarter
Rebalancing your portfolio, at least occasionally, will enable you to take advantage of economic changes and help you reduce risk and position your portfolio for future growth
Emergency Planning – Writing a Will
While most people know the benefits of writing a will, many people die without a will in place. A will is a legal document that indicates how you wish...
Getting Around to Opening an IRA
Many New Year’s Resolutions for 2012 included opening an IRA
Emergency Planning – Setting Up a Financial Power of Attorney
If you become incapacitated, setting up a financial power of attorney can ensure that your personal finances remain intact.
Turning In Tax Cheats for Money- Can You Really Do It?
The United States tax system is a complicated one and, unfortunately, many people try to cheat the system and pay less than what is required. The government makes every effort...
Required Income Tax Whistleblower Gets $104 Million from the IRS
In 2007, a powerful banker for a bank called UBS began working with the Internal Revenue Service in the United States. The banker, a man named Bradley Birkenfield, subsequently went...
Timing the Start of Your Social Security Payments
The Social Security program helps a great number of people when they reach retirement. For some who have failed to plan adequately, it is their only source of income when...
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Most Recent
Clint Eastwood: ‘A Man’s Gotta Know His Limitations’
Excuse me, ladies, but this headline referencing Clint Eastwood applies to you as well. If you’re looking at real estate, that is.
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Ready For A Retirement Home?
The median cost of a retirement home is about $230 a day or $83,00 a year. Are you ready for that financial commitment?
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Social Security Is Stupid — Until It’s Your Turn
It is common for young(er) people to dismiss the Social Security program.
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Using A Retirement Calculator is Depressing
A retirement calculator can be useful, edifying and enlightening. It’s just that for a large majority of the population they can be a real downer.
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One Way To Get A Retirement Pension: Buy One
Social Security is a retirement pension which has the eligibility age creeping higher and higher
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Affordable Health Care Act Myths- Part II
In my last post, I wrote about the first three myths of five concerning the Affordable Health Care Act that is also known as Obamacare. These myths were: Myth 1: Beginning in...
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