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Time is Running Out To Fund Your IRA …..

Don’t Forget …. You have only until Tuesday, April 17 to fund your Traditional IRA or Roth IRA account for the 2011 tax year.  This is a “use it or lose it” opportunity to put money where the IRS won’t tax it for many, many years, or will never tax it, in the case of Roth IRA […]

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5-Minute Fix: Are You Saving Enough to Meet Your Goals?

No time to spare?  Don’t worry.  The “5-Minute Fix” shows you how to have a big impact in your financial life with just a little time. Okay.  So you are putting away a little bit of money every paycheck into your 401(k).  Or maybe you contribute to your Roth IRA.  But how do you know if it’s enough? […]

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Start Saving Early … Or It May Cost You

You probably already know that one of the keys to successful financial planning is to “start early.” There’s a good reason for that.  If you start saving in your 20s or 30s, and let your money compound over time, you don’t need to save that much.  However, if you delay until you are in your 40s or […]

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Young Singles: Already Behind at the Savings Game?

Singles are surging.  They number almost 100 million and make up 43% of the adult population in the United States. But therein lies a problem, at least when it comes to retirement savings.   Young singles (between the ages of 22 and 35) are about half as likely to open a retirement savings account and save for the future as their married […]

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5-Minute Fix: Getting Free Money From Your 401(k)

No time to spare?  Don’t worry.  The “5-Minute Fix” shows you how to have a big impact in your financial life with just a little time. If you are not putting enough money in your 401(k) to get the maximum employer match, you are absolutely leaving free money on the table. 29% of all workers do not contribute […]

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increasing-costs

Will Your Portfolio Income Grow With You?

Everyone knows how low interest rates are right now.  That’s why we urge investors to look beyond government bonds and CDs if they need to earn a decent amount of income.  Here’s a dramatic illustration of how your income stream would have withered away if you chose to invest only in government bonds over the course of a […]

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Quote of the Week: Caregiving

“One-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent – a proportion that has more than tripled over the past 15 years.” AARP

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Secrets of Successful Retirees

Don’t take our word for it.  Take theirs. For the fifth consecutive year, Consumer Reports National Research Center polled over 20,000 readers to ask them what what they did right and wrong in preparing for retirement.   Boy, did they get an earful. We’re not surprised by the results.  In fact, they are right in line […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty

We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund.  You can check out the full article here.  In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]

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