Objective Advice You Can Trust

2014 Year-End Tax Planning

Are you confident you are doing everything you can to minimize your income taxes?  If not, now may be time…

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When Should You Take Social Security?

Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…

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TAXATION OF RETIREMENT INCOME

A Summary of How Your Retirement Income is Taxed Retirees often receive income from a variety of sources, including Social…

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How to Self-Diagnose Your Personal Financial Health

You probably get an annual physical.  Your doctor will ask about your concerns, take your blood pressure, perform other basic…

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Financial Ratios: A Quick Way to Check and Monitor Your Personal Financial Health

“Prevention is better than cure”.  You need to assess your fiscal health and take corrective action before it’s too late….

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Mid-Year Investment Portfolio Checkup in 5 Easy Steps

The bull market of the past few years continues to plow along despite relatively slow economic news and ongoing unrest…

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