Investment Tax Planning

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Introduction Investment planning can be important for several reasons. However, any discussion of investment planning is incomplete without a thorough understanding of the applicable income tax ramifications. Tax planning can help you reduce…

5 Things Today’s Homebuyers Should Know

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There is multiple bidding on many properties throughout Queens and Long Island.  Inventory levels have adjusted from the oversupply of recent years, and some neighborhoods have 4 months or less available.  Six months of homes for sale represents…

IRAs - A Valuable Tool in Estate Planning

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Individual Retirement Accounts (“IRAs”) are a very popular investment vehicle for retirement, but IRAs also need to be taken into account when contemplating one’s estate plan.  Although IRAs can be used to provide for one’s intended…

Ten Things to Look at Before Buying a Business that Usually Overlooked and Can Cause Liability for the New Owner

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It’s exciting! You have money to spend and want to purchase an ongoing business concern. Especially now, the present economy offers many delectable opportunities. Here are a few off the top of my head: It is well known that we are in a recession…

Five Tips for Your Better Financial Future

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What is the sign of a good decision? It’s assessing and then addressing what is most important to your family and its financial future. If you are like many Americans, the recent economic downturn has thrown your family budget for a loop.…

Sandwich Generation - Stop, Seek Help and Plan

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If you are in your 40's or 50's, "sandwiched" between providing care and finances for your children and caring for your aging parents then you are a member of the Sandwich Generation. Sandwiches are being added to the platter at a rapid pace.…

"It's not a problem, only an inconvenience"

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I have to admit it.  My husband, Jim, is the smartest person I know. We've been married since 1988 and together since 1983.  He's always been there.  My rock.  The guy who puts up with me and my crazy ideas.  Although he still cringes…

The Serenity Prayer - A Challenge

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Did you ever wonder where the Serenity Prayer came from or what the intention was when it was written?  I googled and found this on a website  http://www.thevoiceforlove.com/serenity-prayer.html  and I have reposted, as follows: Serenity…

Happiness for Dummies: Hardiness (Chapter 6)

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I do marvel that Happiness for Dummies is not a "dummies" book, that it does have valid content that makes you think! Dr. Gentry described hardy personality in Chapter 6 of Happiness for Dummies-- people who are resilient, who are survivors.…