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February 22, 2012
Financial Planning
Avoiding new identity theft tactics
Editor’s note: This is the second installment of a series about a new identity threat to people of all ages that can harm you, or your child’s, credit and finances. In last month’s article, we d...
Jan 26, 2012 | 0 0 comments | 0 0 recommendations | email to a friend
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Identity theft — a growing risk
Tactics can be a hidden threat to kids
Dec 22, 2011 | 0 0 comments | 1 1 recommendations | email to a friend
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Planning for expiring tax breaks
Usually at this time of year, legislators scramble to renew year-end tax breaks while tax planners are dashing to plan for either/or income situations. This year is different. We have a huge degr...
Nov 24, 2011 | 0 0 comments | 4 4 recommendations | email to a friend
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5 tips to maximize Social Security
Social Security gets a bad rap at times, but it’s an important part of most people’s financial well-being, and the more we understand it, the better off we’ll be when the time arrives to begin taki...
Oct 28, 2011 | 0 0 comments | 3 3 recommendations | email to a friend
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Recharacterizations: What you don’t know can hurt
It was a watershed year for Roth IRA conversions in 2010. For the first time, anyone with tax-deferred accounts had the opportunity to convert all or part of their accounts to Roth IRAs. (Before 2...
Sep 26, 2011 | 0 0 comments | 2 2 recommendations | email to a friend
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Six ways to earn more on your money
Cash may be king, but like Rodney Dangerfield, it gets no respect today. Before investing a client’s money, we first recommend they have a highly liquid emergency fund, which is three to six month...
Aug 25, 2011 | 0 0 comments | 3 3 recommendations | email to a friend
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Five things you should know before buying gold
It’s difficult to turn to any media without being bombarded with dire warnings that it is time to purchase gold. The statistics we hear sound compelling, so are you threatening your future if you ...
Jul 28, 2011 | 0 0 comments | 2 2 recommendations | email to a friend
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10 retirement planning mistakes to avoid
Modern actuarial tables tell us that people should plan for their money to last them for 30 years in retirement. By avoiding these common mistakes, you’ll have a much better shot at retirement par...
Jun 23, 2011 | 0 0 comments | 4 4 recommendations | email to a friend
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Paperless — More than ‘going green’
When we went paperless at Johanna Fox, CPA more than eight years ago, it wasn’t to save the rain forest or to be more green. It wasn’t even because we thought it would save us a lot of money. In f...
May 26, 2011 | 0 0 comments | 3 3 recommendations | email to a friend
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Dollars and sense: 6 types of insurance you don’t want to overlook
Insuring is the process of transferring risk from yourself to another. You may have the most intricate financial plan known to man, but without adequate insurance, your future security can be destr...
May 05, 2011 | 0 0 comments | 3 3 recommendations | email to a friend
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February 2012