Tuesday, December 27th, 2011 and is filed under Retirement Planning
It’s hard to believe that another year has passed…which means tax time is now just around the corner. We don’t know about you but we feel it’s been just yesterday since we’ve rolled out our piles of receipts and sharpened our pencils in dreadful anticipation of April 15. With over 70,000 pages of complicated wording and, oftentimes, mind-bending logic and loopholes, the U.S. Federal Tax Code is impossible to get a handle on.
To help you out, we’ve found a handy reference article on year-end tax tips. Get up to speed on money-saving tax deductions that are set to expire in 2011 along with other tips with no expiration dates. Minimizing your tax burden is essential to your investment planning whether you’re still in the workforce or just about to retire. Call us today to schedule a complimentary beginning-of-the-year retirement planning checkup.
Tuesday, December 20th, 2011 and is filed under Uncategorized
“Theyyyy’ree BACK”…….it was once the cry of a cute little blond girl named Carol Ann in the 1980’s horror flick Poltergeist II. It has now become a cry of dismay for a growing number of parents in their 50’s and 60’s…just when these parents were starting to think that they’re on the fast track to enjoying some peace and quiet. [read more]
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Thursday, December 15th, 2011 and is filed under Products & Investments
Money under the mattress or in a money market? What’s the difference?
We have all heard stories from our parents or grandparents about forgoing bank accounts and sticking money under the mattress during the economic nightmare that was the Great Depression.
Now, many people are facing another nightmare as retirement savings account values have plummeted over the past few years. To avoid the uncertainty of the markets, many investors are opting to park their money into short-term savings vehicles like treasuries, money-market funds or CDs––today’s equivalent of “under the mattress.” A whopping $42 billion was deposited into money-market funds in November 2011!
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Tuesday, December 13th, 2011 and is filed under Uncategorized
The statistics continue to reflect, as a female, you will more than likely survive your spouse. Many of you are already thinking on different terms – “Wait a minute, there’s the surviving him every Sunday, at the NFL football parties, where he quickly becomes the football expert and shouts at the TV, and I subtly remind him he was second string on his high school varsity team………….in baseball”.
And in the realm of becoming single, there’s the overwhelming statistic of divorce. According to Enrichment Journal on the divorce rate in America: the divorce rate for first marriage is 41%, for second marriage is 60%, and for third marriage is 73%.
Yowser.
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Friday, December 2nd, 2011 and is filed under Uncategorized
Weight Watchers recently commissioned a study that showed that while 58% of women think about sex at least 10x a day, some 70% have far more regular fantasies about food. The crime here is not how often we think about sex or food, but we spend very little time fantasizing over our finances!! (more…)
