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Ignorance is Bliss ... for Your Sales Guy
General Information, Have MoneyBefore my children understood what a lollipop was, it was very easy to swap it out with an apple slice. I was looking after their best interests, after all. But what if I wasn’t a concerned mother? What if I were a manipulative saleswoman…
Seize Control
General Information, Have MoneyYears ago, when I commuted by train to New York City, I remember feeling powerless and frustrated by delays. I would feel my blood boil if there was the threat that I would be late. Once I accepted the fact that I was not in control of whether…
3 new realities of retirement
General Information, Have Money
3 new realities of retirement
Think about your parents' retirement for a minute. Their lives most likely look a whole lot different than their parents'. Your grandfather probably stopped working the very day he turned 65. He and your grandmother…
6 RISKS TO A SECURE RETIREMENT
General Information, Have Money, HealthYou have dreams for retirement. But you need to understand six common risks most retirees face and take steps to protect your retirement dreams from these risks:
1. Health care expenses. Medical costs have risen at more than twice the rate…
Tax-Exempt Bond Fund (Municipal Bonds)
General Information, Have MoneyWhat is a tax-exempt bond fund?
A tax-exempt bond fund (sometimes known as a municipal bond fund or muni bond fund) invests in tax-exempt municipal debt instruments issued by state governments or agencies, counties, cities, towns, or other political…
Investment Tax Planning
General Information, Have MoneyIntroduction
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…