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Undecided Senate; Unemployment benefits to expire June 2! |
| 6/1/2010 4:57:21 AM |
Senate Democratic leaders conceded late last week that an effort to extend unemployment benefits and other expiring provisions through the end of the year will fail.
A nearly $200 billion package of unemployment benefits and tax credits floundered in the House after conservative Democrats balked at the prospect of adding $130 billion to the federal... Read More |
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Who knows what this all means? |
| 4/23/2010 5:27:50 AM |
| Everywhere I go, I am besieged by folks asking about what changes the new health care law will bring. I am tempted to answer them with a retelling of Donald Rumsfeld’s “The Unknown.” “There are known "knowns"; those are things we know we know. There are known "unknowns"; those are things we know we don’t know. And there are the... Read More |
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Can we Learn from Bernie? |
| 4/1/2010 7:06:05 AM |
Understand what I mean when I say that Bernie Madoff might have done more good than harm in the long run – there are some very good investing lessons for all of us to learn.
Don’t get me wrong. Madoff himself is a despicable person. Over a twenty-year period, he created the world’s biggest Ponzi scheme worth an estimated $65 billion. Hundreds of... Read More |
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20 Steps to a better Performing Portfolio |
| 1/18/2010 9:32:56 AM |
If you're trying to pick up the pieces, like the rest of the world, pick carefully.
Looking to hasten your portfolio's recovery? No doubt you are anxious to avoid further foolish mistakes. To that end, be sure to follow these 20 rules of portfolio building:
1. Those who amass impressive portfolios are sometimes good investors. But they are almost... Read More |
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To Rollover or not to Rollover |
| 12/26/2009 10:58:40 AM |
Should I rollover my 401(k) or 403(b) into an IRA? Why? The appropriate question may be "Why not?" If you wonder what to do with the 401(k) or 403(b) you will end up with because you’re leaving your employer, consider all your options so you can make a decision that fits your circumstances. Although 401(k) and 403(b) plans differ in some... Read More |
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Do We Really Need More Help to Save for retirement? |
| 10/12/2009 11:35:41 AM |
| Last month, President Barack Obama announced new steps to make it easier for American families to save for retirement. These new initiatives will complement the president’s major legislative proposals to boost participation in IRAs and match retirement savings. The new initiatives will: - Expand opportunities for automatic enrollment in 401(k) and... Read More
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2 For 1: Protect your home and yourself at the same time |
| 10/10/2009 11:25:41 AM |
I walk through the neighborhood from time to time and meet homeowners everyday. A few weeks ago while walking I met a young man who had been laid off, but still wanted to meet later and discuss what his options were regarding permanent life insurance and charitable giving. Great! Here's the bad news. When I called on him a week later, I was... Read More |
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Make it last forever:The multi-generational appraoch for IRA continuation |
| 10/9/2009 10:56:02 AM |
Well, here we go. Read this post and let the possibilities guide your thoughts to the means to a never-ending legacy.
Face it, some of us aren't leaving anything for the ones we love and others are so petrified of paying their Uncle Sam unnecessarily that they don't mind doing the research it takes to make sure that they leave as much for their... Read More |
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How do I prepare a Financial Plan? |
| 10/7/2009 5:35:48 AM |
First and foremost, your financial plan should be a perfect fit for your life as it is today, easily and quickly adaptable to the constant changes life throws at you, and always focused on achieving your longer-term life goals. That’s a big — and important — deal. So, the first question you must ask yourself is, do I need a financial plan? The... Read More |
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End of the Year Tax Tips for 2009 |
| 10/2/2009 12:21:12 PM |
With the end of the year approaching many would like to learn more about what can be done now to lower their taxes for 2009. Are there stimulus offers we can take advantage of now before they expire? Yes! The following is a list of who can benefit from the 2009 Stimulus Package. Workers Unemployed First-Time Homebuyers College Students and Their... Read More |
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Simply looking at your Estate |
| 9/26/2009 7:32:44 AM |
I know there has been a lot of concern over what the present administration will do about estate taxes, but Obama.....I'm sorry, President Obama has reiterated that the estate tax will be here for years to come. So with that in mind, let's keep our eyes on the original purpose of estate planning. The primary purpose of estate planning is to... Read More |
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Let Your 'Will' Be Done |
| 9/22/2009 5:15:47 AM |
I know, It's a tough topic for many to talk about -- What will happen to your family, children and personal effects if you weren't around? However knowing more about it could help protect your pocketbook.In the past few weeks we've been hearing a lot about Wills, Guardianships, Trusts and Estates. Especially after the passing of high-profile... Read More |
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Legacies with Life Insurance? |
| 9/8/2009 6:14:12 PM |
| Who would have thought? Giving a life insurance policy is one way to maximize your contribution to the legacy you are en route to building. It enables you to make a significant, lasting gift with minimal outlay of current savings or income. Donors often struggle between their desires to achieve philanthropic goals and their need to preserve their... Read More |
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The Legacy Formula |
| 9/4/2009 12:58:31 PM |
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Welcome to Legacy Creation |
| 9/3/2009 10:09:47 AM |
| Welcome to Legacy Creation. I would like to start this blog off with the statement "Think with the end in mind". Let's keep this at the forefront of our minds when we make conscious decisions........Especially financial decisions. This blog is my way of initiating a concious movement to start today to build legacies that will change... Read More |
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