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We Need to Get Back to the Basics
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Economic Commentary
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Are Low Interest Rates Good?
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What the Economic Stimulus Act of 2008 Means to You
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The Year in Review—2007, Very Unpredictable
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Spend Wisely This Holiday Season
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Financial Market Commentary 3rd Quarter of 2007
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PENALTY-FREE IRA WITHDRAWALS
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Death & Taxes
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Dividing Retirement Plan Assets In Divorce
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Mutual Funds – A Taxing Situation
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Finding the Best Investment vs. Finding the Investment That’s Best for You.
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Scary Statistics for Women in Retirement
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The Alternative Minimum Tax and How it Might Affect You
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Defining Return on Investments
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Expanding the Periodic Review
You are used to hearing the term “periodic review” from your consultant. Whether you meet annually, semi-annually or quarterly, you are used to and expect to sit down with your consultant to review your investments and discuss any changes in your situation that may influence how those investments will need to be allocated. This process is the norm at Bill Few Associates. This article is about the expansion of that process. more >>
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The Alternative Minimum Tax
You have heard of the alternative minimum tax (AMT) but probably have paid no attention to it. If things do not change, you could become very familiar with the AMT. What started as a “parallel” tax system designed to ensure that high-income earners paid their fair share of taxes is now trapping middle-class families with annual incomes as low as $75,000. more >>
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Top Five Tax Ideas to Think About Now
Where did the year go? Most people do not even start thinking about taxes until next spring. However, there are some transactions that need to be reviewed by the end of the year to qualify for special tax treatment when you go to file your 2005 return. In the midst of the holiday craze, consider some of the following tax issues before it’s too late. more >>
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What A Job Change Means For Your Retirement Account
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Add A Little Variety To Your Portfolio – by ReShelle Barrett with Assistance From Thomas R. Beilstein, CFA and portfolio manager
Add A Little Variety To Your Portfolio more >>
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Three Keys to a Successful Retirement
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Paying for College
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“What’s for Dinner?”
(Ed Snyder - 03/28/2005) I’m sure you get them. I know I get a couple each month. I’ve even started to collect them. What am I talking about? I’m talking about the current hot marketing strategy in the financial services industry: invitations to presentations that include free dinner. more >>
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A Primer on Revocable Living Trusts
(Jeffrey J. Morella, Esquire and Rebecca A. Winge, Esquire - 03/28/2005) The use of revocable or living trusts in estate planning has significantly increased in recent years. When properly created and funded, revocable trusts can be an effective estate planning tool for many individuals. However, the mass marketing of revocable trusts to the public has created confusion about what type of individual will benefit from a revocable trust and what the benefits afforded by a revocable trust actually are. more >>
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Suddenly Single
(ReShelle Barrett - 03/01/2005) The statistics are alarming! As many as 8 out of 10 women are likely to be on their own at some point in their adult lifetime because of longer life expectancies and the likelihood of marrying older men. If you are faced with the unexpected, whether it is through divorce or widowing, there are some very important things you need to know. more >>
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Evolution of the 30 Year Old IRA
(Ward Garner - 02/22/2005) The 2005 Tax Year represents the 30th year in which a wage earner could have made a contribution to an individual retirement account (IRA). The Employee Retirement Income Security Act of 1974 (ERISA) created the IRA. more >>
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When Can I Retire?
(ReShelle Barrett - 12/16/2004) This is usually the most common question I get when I meet with someone who is not already retired. Many things need to be considered before I can answer this for any given individual. I usually start with “when would you like to retire”? more >>
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Preparing for Life After Your Wedding Day
(Jeff Marzina - 12/16/2004)So the date is set and you are busy planning the details of your Wedding Day. You’ve decided where you are getting married and where the reception will be, selected the menu, picked out the invitations, made plans for the rehearsal dinner, visited the florist the hairdresser and the bakery, scheduled your honeymoon and reserved a limo. more >>
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