Financial Planning Checklist
Once you've finished with your year-end filing and your return is on
its way to the IRS, take a minute to consider these questions
concerning short and long-term financial goals, IRAs, Keoghs, employee
benefits, your children(s)' education, emergency funds and many others.
These planning techniques can help you decide if the money you have left
over is really left over money!
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Tax Saving for Investors
Two creative and practical ways to be smarter with investments...The
first this article explains is how to get more out of investment
interest expenses. The second is how to deal with worthless stock by
writing it off as a loss, then keeping it!
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The Secret Of Creating Wealth
A smart and quick review of George S. Clason's book, The Richest Man
In Babylon. A true secret of building wealth is revealed.
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Swap Tactic That Lets You Defer Capital Gains Tax
"Like-Kind Exchange" can apply to many kinds of real estate
trade-ups. Section 1031 is valuable to those involved in trading and can
also be very tricky (and costly) if not carefully executed. This
article is an interesting introduction to section 1031 and highlights
many of its advantages along with some important planning tips.
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Changing Jobs? Don't Forget Your 401(k)
A simple misstep in your approach on how to handle your 401(k)
savings can easily kill half of what you've saved! A simple rollover
might be one of the easier, and more financially rewarding, ways to
handle this situation. This article explains this in greater detail with
a very powerful example of how penalties and taxes can really hurt your
plan if not handled correctly.
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Our Personal Financial Planning Service
Building and preserving your personal wealth requires specialized
attention. You get one-on-one guidance and a comprehensive financial
plan that helps manage risk, improve performance, and ensure the growth
and longevity of your wealth.
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Friday, February 12, 2016
