Posted
on 8/25/2016 12:48:27 PM
One of the hottest financial planning topics is Social Security planning. The strategy of filing and collecting at age 62 may seem simple, and when income is needed, can be a good one. However, as we all have paid into the system, it makes good financial sense to understand your options and to choose a strategy that is right for you.
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Posted
on 8/18/2016 12:51:18 PM
The media have done a good job emphasizing the importance of diversification with regard to two factors: macro allocation and asset class allocation. However, there’s another very important diversification factor that’s often neglected: diversifying across account types (tax-deferred, taxable, and tax-free).
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Posted
on 8/5/2016 12:42:31 PM
An important part of managing your personal finances is keeping your financial records organized. Whether it's a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document--and you'll need to locate it relatively quickly.
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