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Year-End Tax Planning Begins Now

With the holiday season looming, it’s not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was once a relatively straightforward tax return increasingly becomes more involved as more tax issues come into the picture.

Should You Take Early Social Security Retirement Benefits?

Most people are aware that they can begin collecting their Social Security retirement payout at age 62, and, in doing so, they are informed that they will be collecting a reduced benefit. And most people also know that, the longer they wait to collect benefits, they will receive a higher monthly benefit.

The Daily Choices of Financial Freedom

If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them working for money?

Will you be Psychologically Ready to Retire?

For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.

Do I have enough saved for a long, financially secure retirement? Check.

Did I file the right paperwork at the office? Check.

Is my professional exit strategy in place and ready? Check.

Should You be the Bank of Mom and Dad to Your Adult Child?

What to do when Your Adult Child Comes Looking for a Loan

It’s an unfortunate sign of the times as an increasing number of adult children, caught in the convergence of a sluggish economy, a slow job market, and tight lending, are turning to the Bank of Mom and Dad for financial help.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

Have a Long Term goal? Financial Planning can Help You get you there

After several years of wallowing in financial upheaval caused by a severe recession and financial crisis, Americans are, once again, looking to the future. A renewed confidence has many people setting their sights on long term goals that, just a few years ago, may have seemed out of reach.

The Infidelity of Financial Affairs

For time immemorial we have known that men are bigger cheaters than women. It seems that men, by their very nature, are more inclined to hide their infidelities and risk their relationships. Now we learn that women can be bigger cheaters than men, but with financial affairs, not romantic affairs.

The Value of Dollar Cost Averaging

It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes. But, for many people with a desire to achieve long term growth, that is not possible because they’ve yet to accumulate a lump sum of capital.

Saving Money Versus Paying Off Debt

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