If you work during retirement you should understand how continuing to work affects your retirement benefits, such as Social Security, pension plans, health care and other retirement plans.
Continue Reading →Losing a a family member can be a devastating and difficult experience and that we are rarely prepared to deal with the. As if handling the emotional difficulties isn’t hard enough, there are a variety of important financial tasks and decisions that must be made by you or the estate’s executor.
Continue Reading →Using Twitter now. Trying to grow your business or network? Think before you tweet. Not everyone wants to be spammed and tweeting vs. effective use of Twitter are two different things.
Continue Reading →Paying for your kid’s tuition? Don’t count out some major tax savings through the American Opportunity (Hope) credit, Lifetime Learning credit and Deduction for qualified higher education expenses.
Continue Reading →Have you changed your mind on that 2010 Roth conversion? Do you regret converting your retirement money to a Roth IRA? Don’t miss the deadline to really change your mind and recharacterize your Roth conversion.
Continue Reading →What is a charitable gift annuity and how may it fit you? Receive an charitable tax deduction and still receive annual income payments for your life. Give to your favorite charity now and benefit from it.
Continue Reading →As the Roth debate continues it is time to look at more than just the math of tax rates, time and rates of return. Don’t sell yourself short. There is much more to consider when using this powerful tool.
Continue Reading →Personal finance is not a topic that’s widely taught in schools. So these important lessons are left up to parents to teach and pass along to our children. Here are 7 money teaching tips for your kids.
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