Tax Efficient Investing
Tax efficient investing is likely something that has crossed your mind. After all, who doesn’t want to save money in taxes. There are two strategies
November 11, 2013
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Category: Individual
Is Gold A Good Investment ???
Over the last five or six years we have fielded several questions about gold. Should gold be the place to invest due to our devalued
September 25, 2013
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Unexpected Lessons From Hawaii
Have you ever really looked forward to something and then afterward found that there were unexpected surprises? My wife and I recently returned from
June 20, 2013
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Active vs Passive Investing – Do You Know The Difference?
Recently I blogged about the importance of no longer using Mutual Funds. One of the reasons for making this bold statement is that Mutual Funds
April 9, 2013
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Myths About Paying Advisor Fees
Have you ever wondered whether it makes sense to pay for the services of a financial advisor? Over the years I have compiled information regarding
March 25, 2013
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Understanding the Fiscal Cliff
Last year we witnessed many children fighting over their toys. I mean, we witnessed Congress have a very kind spirited debate regarding government taxation and
February 4, 2013
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Online Budgeting Tools: Part II
A few months ago I posted a blog about several free online budgeting tools (i.e. Mint.com, Yodlee.com, WaveAccounting.com, and ClearCheckBook.com). Since then, I have been able to
November 16, 2012
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(VIDEO) When To Take Social Security
This informative webinar covers the basics of Social Security and reveals strategies for maximizing your benefits. It also will guide you in when to take
October 22, 2012
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What Is Comprehensive Financial Planning?
You may have heard the term “comprehensive financial planning” being thrown around, but what exactly does it mean? Comprehensive Financial Planning, also referred to as
October 17, 2012
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Retirement Plans For Teachers
In the past, teachers were forced to participate in their work retirement plans (i.e. 403b) by investing into one of the several annuities that were
August 20, 2012
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Online Budgeting Tools
Many of us are familiar with the budgeting software Quicken. However, those of us that don’t want to worry about upgrading the software due to
August 6, 2012
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Should You Pay Points To Lower Interest Rate?
First of all, let me explain what a “point” is. A point is a fee that you pay to lower your interest rate. Zero points
July 12, 2012
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