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Mar 17

Three Key Retirement Income Considerations

    Average life expectancy has risen steadily in the United States, so retirees and soon-to-be retirees need to ensure that they don’t tap their nest eggs too heavily.     The rate of annual withdrawals from personal savings and investments helps determine how long those assets will last and whether the assets may be …

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Mar 14

Planning for the Future — What Motivates You?

  This article underscores the benefits of maintaining a financial plan to pursue your goals for the future and the truth is that there is ample motivation to make the most of retirement planning opportunities.       As you begin thinking about a comfortable retirement, consider that by most estimates you’ll need at least …

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Mar 10

What’s the Best Way to Give Money to Children and Grandchildren?

Read this article to learn about financial gifting strategies that can benefit the giver and the recipient at the same time.   In 2014, the IRS allows you to give up to $14,000 annually (or $28,000 if you give jointly with your spouse) to each of as many people as you’d like in cash, investments, …

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Mar 03

Four Tips for Tax-Savvy Investors

  A century ago, author Mark Twain wrote that the difference between a taxidermist and a tax collector is that the taxidermist only takes your skin.   Today, the IRS isn’t any more popular. Why not see if any of the following strategies could allow you to keep more of what your investments earn?   …

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