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Why Did Billionaires Bet Big on 2016 Stock Market Crash?

by James Thomas Hancock Level 10
I go online to check Yahoo Finance everyday to see how the stock market and other markets are doing.  I try to stick to the numbers and real information, and avoid the headlines and articles most of the time.  But, a ...(more)
Comment   |  Jan 11, 2017
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How Will Your Taxes be Affected by Trump's Proposals?

by Kevin Douglas Michels Level 11
One of the many promises President-Elect Trump made throughout his campaign was to simplify the current tax code. This has been on the Republican’s agenda for quite a while and now with a Republican President and ...(more)
Comment   |  Jan 09, 2017
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Behavioral Finance Has Become Increasingly Important

by Colin Britton Exelby Level 6
I think people generally realize that buying high and selling low isn’t a good strategy.  However, year after year the research shows that individual investors tend to buy asset classes or sectors after periods of ...(more)
Comment   |  Jan 05, 2017 from Towson, MD
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Five Tips to Prepare For Taxes

by Martin A Federici Level 6
It’s that time of year – tax preparation season will be here before you know it!  I’m sure some of you dread this time of year, but I’ve got a few suggestions that can make it a bit more bearable and help you in the ...(more)
Comment   |  Jan 09, 2017 from Dallas, PA
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High Return Investment Risk

by Martin A. Smith, CRPC®, AIFA® Level 19
Let's have a quick chat about steps that you should take to manage high return investment risk. Whether you are managing retirement investments, trying to figure out your retirement income planning needs based on ...(more)
Comment   |  Dec 24, 2016 from Bethesda, MD
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Diversification: The Whole Is Greater Than The Sum Of The Parts

by David Fabian Level 19
There is an old saying on Wall Street that if you aren’t worried about something in your portfolio, then you probably aren’t diversified enough.  This notion certainly comes to mind when identifying positions with ...(more)
Comment   |  Dec 21, 2016 from Irvine, CA
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LLC tax deductions list for your small business

by Edin Cuskovic Level 9
Your LLC and the tax man  You started a business and decided to form an LLC.  The legal protections LLCs offer over a sole proprietorship are worth the couple hundred bucks you spent, and now you’re up and running and ...(more)
Comment   |  Dec 19, 2016
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2016 W2 form is due to the IRS by January 31

by Edin Cuskovic Level 9
2016 W2 form and 1099 MISC form is due to the IRS by January 31 by Employers.  This is in contrast to previous years, in which companies had to report W2 forms to the IRS by the end of February.  Employees are still ...(more)
Comment   |  Jan 08, 2017
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End-of-the-Year Money Moves for 2016--IT'S NOT TOO LATE!

by Kari Middleton Hendrix Level 11
End-of-the-Year Money Moves for 2016 Here are some things you might want to do before saying "goodbye" to 2016.  Provided by Kari Middleton, PPC                        What has changed for you in 2016? Did you start ...(more)
Comment   |  Dec 19, 2016 from Palm Desert, CA
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All Your Money At One Fund Company? You May Be Selling Yourself Short

by David Fabian Level 19
Investors like to stick with what they know and that is often demonstrated in the use of a single fund company for all their wealth.  I see it quite frequently when I review portfolios for prospective clients.  “I’m a ...(more)
Comment   |  Dec 15, 2016 from Irvine, CA
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$377,412 For Medicare! Really?

by Nathan Garcia, CFP® Level 15
The average 65 year old couple will need about $377,412 over their lifetime for healthcare in retirement. That amount includes deductibles for Medicare Part B & D as well as co-pays and co-insurance. If you think ...(more)
Comment   |  Dec 12, 2016
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Seven Concerns & Fears About Retirement -By J. Barry Watts, Tax & Retirement Strategist

by James Barry Watts Level 6
Seven Concerns and Fears About Retirement By: J. Barry Watts   The speckled-with-grey-haired executive wearing the rumpled trench coat dropped into the seat beside me at gate B33 of the Pittsburgh airport with a loud ...(more)
Comment   |  Dec 09, 2016
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Understanding your Social Security Benefit for Young and Old

by James Leland Hancock Level 8
Understanding your social security benefit is a huge part of being prepared for retirement, and even the young generation should understand what they can expect to receive from social security.   It can be very ...(more)
Comment   |  Dec 07, 2016
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How student loans impact your credit

by Jose Manuel Soto Level 17
If you've finished college within the last few years, chances are you're paying off your student loans. What happens with your student loans now that they've entered repayment status will have a significant ...(more)
Comment   |  Dec 05, 2016
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Understanding long-term care insurance

by Jose Manuel Soto Level 17
It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older. And as the costs of home care, nursing homes, and assisted living ...(more)
Comment   |  Dec 05, 2016
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Other Investments

by Jose Manuel Soto Level 17
A well-diversified investment portfolio contains a mix of stocks, bonds, short-term cash investments, and savings accounts that is tailored to your investment goals and risk tolerance. If you want to diversify your ...(more)
Comment   |  Dec 05, 2016
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The fundamentals of disability insurance

by Jose Manuel Soto Level 17
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most disability policies pay you a benefit that replaces a percentage of your earned income when you can't ...(more)
Comment   |  Dec 05, 2016
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Understanding IRAs

by Jose Manuel Soto Level 17
An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if you're contributing to a ...(more)
Comment   |  Dec 05, 2016
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Understanding risk

by Jose Manuel Soto Level 17
Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely defined. Generally, when financial advisors or the media talk about investment risk, their ...(more)
Comment   |  Dec 05, 2016
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Finding money to pay college bills out of pocket

by Jose Manuel Soto Level 17
You've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear ...(more)
Comment   |  Dec 05, 2016
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