Posts Tagged ‘tax planning’

Feeling Like a Fish Out of Water

As the 2016 election approaches, immigration is being brought up more than ever. But the issue is nothing new, and will still be around long after the next U.S. President is elected. Some have viewed immigration as a concern since the French, Spanish, Dutch and Swedish settled in America back in the late 16th century,…

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What Role Can you Play in the National Economy?

Thanks to our nation’s growth in employment levels, low gas prices and stability in the real estate market, it was expected that consumer confidence would remain steady. Instead, the index measuring consumer confidence dropped to its lowest mark of the year, from 91.1 in August to 85.7 in mid-September. So, what gives? Some experts believe…

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Women and the Process of Retirement Planning

Planning for retirement income shouldn’t stop just because you retire. It’s a process, much like raising children and pursuing a career. You learn, you implement, you make mistakes, you seek advice. So whether you are already retired, nearing retiring or thinking about it as an abstract concept many years away, we can help you engage…

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Finding Fulfillment in Part-Time Work

Professional employees in their 50s and 60s are starting to think more strategically about retirement. Not just about how to pay for it, but how they’ll spend their time once they get there. For some, that means they’d like to keep doing what they’re doing — just not quite so much of it. According to…

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Waste Not, Want Not

The proverb, “Waste not, want not,” suggests that if you use a commodity or resource carefully, you will never be in need. As a nation, we’ve seriously enhanced our efforts in the “reduce, reuse, recycle” department over the past 20 years, but we still have a ways to go in some aspects. READ MORE:  12-Waste…

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The End of the Material World?

In the 1980s, Madonna sang about being a material girl living in a material world. Following the economic slump of the 1970s, the ’80s came to be known as “The Decade of Excess,” featuring a sustained period of low unemployment and strong economic growth. It was an era of big hair, big shoulder pads and…

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Don't Spend Summer in Hot Water

Everyone slips up from time to time. It’s human nature. But some mishaps are easier to make up for than others. A misstep in your financial decision making can have significant and far-reaching ramifications, which is why it’s generally a good idea to run your ideas by an objective professional to avoid regrets in the…

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What’s That You Say?

People are notorious for saying things they don’t actually mean, particularly during an argument. On the flip side, saying things that have a different meaning than what’s intended is human nature and often the cause of an argument in the first place. After all, no one is a mind reader. READ MORE:   What’s That You…

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Over Thinking Retirement Income Planning

You can’t pick up a newspaper or magazine or scan Internet headlines today without seeing something about the challenges of retirement and new surveys about how unprepared people are. Yes, it’s a concern. But consider for a moment that, really, it’s a personal one. You can solve your own concerns — you don’t have to…

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The Heat of Negotiations

As we approach the dog days of summer, the world’s elected officials are pouring on the heat in political debates ranging from Euro debt to global trade agreements. Greece and its creditors have been arguing over how much debt Greece must repay each year. The discord has led others in the European Union — even…

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