18 Aug
August 18, 2015

You have worked hard, saved and accumulated wealth, and are now entering the years when you can start benefiting from the money you’ve saved as well as government-provided benefits. There are many milestones during this time period, and it may be difficult to keep them all straight.

Here are a few highlights of what you can expect:

Age 59 ½: This is the magic age at which you gain access to all your retirement accounts, including

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10 Aug
August 10, 2015

Our journey through life involves setting goals such as graduating from college, buying home, starting a new business, or traveling the world, and working to accomplish those goals. It’s invigorating to identify a dream and set plan in place to achieve it. The feeling of pride that comes from reaching a new milestone and realizing the fruit of our efforts is one of a kind.

Saving for retirement is a very important life goal but it can

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08 Jul
July 08, 2015

Year-end and spring tax filing seasons are popular times to focus on your finances. A mid-year check doesn’t sound like the ideal way to spend your summer, but it is a great time to take stock of your situation.

Financial health becomes increasingly important as pensions get harder to come by and the future of Social Security is questionable. Early- and mid-career Americans will need to rely on their own savings to support themselves in retirement. Sometimes

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30 Jun
June 30, 2015

In most areas of our lives, the more information we get and the more up-to-the-minute it is, the better we can make decisions. However, in investing the opposite is true, which can sometimes be difficult for us to accept.

I’m not talking about the second-by-second blips on a Bloomberg terminal that traders use to make quick-twitch buys and sells. I’m talking about the news reports, cable TV investment reports, and investing articles that you’re bombarded with on a daily basis. The

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26 May
May 26, 2015

“The desire of gold is not for gold. It is for the means of freedom and benefit.” – Ralph Waldo Emerson.

Radio and TV ads for buying gold tout the “get rich quick” theme and prey on the fears of those concerned about geo-political events. But they don’t talk much about the adverse tax consequences.

IS GOLD AN INVESTMENT?

By “gold,” the IRS means gold coins, gold bars, or gold bullion. This also includes Exchange

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