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Articles Archive

Date	Title	Description
02/23/10	Be Alert to Internet Scams During Tax Season	One mistake you don't want to make, though, is to fall victim to an Internet scam, which could lead to the loss of money or even your identity.
01/13/10	The Secret About Social Security	Many people believe that once they hit age 62, they should begin receiving social security benefits. Others have been advised to wait as long as possible before drawing distributions.
12/14/09	Year-End Planning Can Take the Bite Out of Future Tax Bills	As the close of the year approaches, many of us are likely too preoccupied with holiday plans to think about taxes.
11/03/09	Identity Theft: "Deter. Detect. Defend."	Identity theft affects 10 million people in the United States every year. The Federal Trade Commission (FTC) has launched a campaign called "Deter. Detect. Defend." to provide resources to combat identity theft.
10/05/09	New Rules for Roth IRAs May Pave the Way for a Smoother Retirement	Beginning January 1, 2010, the $100,000 modified adjusted gross incomes (MAGI) limit will be eliminated, permitting individuals who were previously barred from doing so to convert to a Roth IRA.
09/08/09	Good News for Recent and Potential First-Time Homebuyers	If you purchased a home recently or are contemplating purchasing a home in the next few months, you likely know many of the benefits of homeownership, including the possibility for tax savings.
07/28/09	Is Your Income Protected?	You may have considered what would happen if you were downsized, but perhaps you've neglected to plan for what could happen if you become disabled.
06/25/09	What's in a Name?	Shakespearian references aside, a whole lot lies in a name when that name belongs to the beneficiary of your assets.
05/20/09	The Ponzi Scheme: An Old Con That's Making News	In light of the media storm generated by the Bernard Madoff scandal, we've been hearing a lot about Ponzi schemes.
04/21/09	Being Proactive During Challenging Financial Times	Whether you are starting to build a nest egg, or are close to retirement, your investments have likely been impacted by negative market performance.
03/17/09	You've Been Downsized. Now What?	As unemployment figures have risen during the recent downturn, have you found yourself wondering, "What would I do if I lost my job?"
02/18/09	Making Sense of Your Dollars and Cents with Budgeting	With the recent economic downturn, many individuals are paying greater attention to their bottom line...creating a budget can shed light on your financial situation.
11/06/08	Deciphering a Bear Market	The threat of recession in the U.S. and abroad continues to be a topic in the news. What's important to remember is that media pundits and even economists are not clairvoyant—they can't tell us what the future holds.
09/25/08	Investing in a Green Future	If you're still managing finances the old-fashioned way, you could be missing an important opportunity to invest in the future of the planet. Being green is easier than you think...
09/03/08	What to Do in an Economic Slowdown	A recession is defined as two consecutive quarters in which gross domestic product (GDP) growth is negative. What are some effects of the downturn on the consumer and what can be done to combat them?
07/03/08	Will Your Business Survive the Intergenerational Pass?	"I want nothing more than to pass my business to my family, so they can continue to grow my legacy." This is the sentiment of many family business owners. But the odds do not favor intergenerational longevity.
05/08/08	The New Place to Spend Retirement? At Work	Despite the image that marketers portray of contented retirees lounging on the beach, there are more older workers in the labor force than ever before.
04/10/08	How to Donate Money Effectively	Americans are always willing to donate to those less fortunate. Yet your donation, regardless of size, should make the largest impact on your cherished causes and issues. When you support a charity's best interests, you're not selfish to support your own as well.
03/06/08	Should You Invest in Art?	Art certainly seems like an attractive investment. But, like every investment, there are numerous risks.
02/07/08	Does Your Money Buy You Happiness?	Part of any financial advisor's job is to get clients to talk about their life goals and about their values and feelings about money. It helps clients pinpoint their financial destination and how able they are to get there.
01/03/08	New Year's Anti-Resolutions	As this year comes to a close, you may want to know what you can do to take more responsibility for your money in the coming year. These are not necessarily "resolutions," as that implies major behavioral changes that can be hard to stick with. They are easy actions to take at any time of year.
11/21/07	A Connection Between Chocolate and Taxes	Two economists and a cognitive psychologist at the University of Oregon recently conducted a study that found some people really don't mind paying taxes.
11/07/07	Is Your Credit Score as High as You Think?	It is common to assume that paying bills on time automatically means that you'll have a high credit score. Unfortunately, that's not always the case.
10/18/07	Underutilized Retirement Account Options	Many Americans are worried that they won't save enough money to support their retirement goals. If you've maxed out your contributions to your employer plan or you simply want another savings option, consider opening a Traditional or Roth IRA.

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