How the Recession Changed the Ways Americans Spend Money

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31st Aug 2015

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Americans are spending again, but what they are spending their money on has changed in the wake of the Great Recession.

5 Tips to Avoid Outliving Your Retirement Savings

By : | Category : Retirement | Comments Off on 5 Tips to Avoid Outliving Your Retirement Savings

31st Jul 2015

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Having a comfortable retirement is possible, but only if you adopt a long-term view, understand how to use the best savings vehicles, and plan ahead.

6 Habits of Consumers With Excellent Credit Scores

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25th Jun 2015

Excellent Credit Score

A healthy credit score is almost essential for comfortable living these days.

6 Financial Moves to Consider Before You Turn 30

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22nd May 2015

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When the big 3-0 is right around the corner, it can seem like all your biggest anxieties about money are culminating into one apocalyptic mess. – 6 Financial Moves to Consider Before You Turn 30

Working couples: How to manage two 401(k)s

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24th Apr 2015

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How should working couples approach their retirement accounts? By scrutinizing the pros and cons of each, and then making a coordinated plan.

12 biggest tax scams to avoid

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23rd Mar 2015

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12 biggest tax scams to avoid this filing season

7 Ways to Jump-Start Your Retirement Savings in 2015

By : | Category : Retirement | Comments Off on 7 Ways to Jump-Start Your Retirement Savings in 2015

23rd Feb 2015

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Let’s work together to get more money into your 401(k) or IRA this year.

Obamacare Health Care and Your Tax Return

By : | Category : Health care, Tax Planning | Comments Off on Obamacare Health Care and Your Tax Return

21st Jan 2015

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Obamacare requires you to take some extra steps when you file your taxes for 2014.

Retirement: New Year’s resolutions for wealth & health

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22nd Dec 2014

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New Year’s is nearly upon us, and that’s when many people — including retirees — make resolutions. What’s yours?

Is It Taxable?

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24th Nov 2014

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You may be surprised by the list of things the IRS expects—and doesn’t expect—you to pay taxes on.