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  • What To Expect On Your First Trip To Cuba

    With the news this week that the US and Cuba will resume diplomatic relations for the first time in over 50 years, many will want to visit Cuba for the first time. It’s important to note that while the US is indeed loosening travel restrictions to Cuba, it... Read More >>

    What You Need To Know About Your Financial Advisor

    How many people know how to “screen” a financial adviser? And what is the screening process anyway—particularly when there are so many to choose from, and the pool is ever-growing? The Bureau of Labor Statistics projected that by 2022, the number of... Read More >>

    Is It A Good Idea For Teens To Open A Roth IRA?

    One of the biggest concerns I hear from my clients is how to prepare for their kids’ financial futures. Most of the time, it’s in the context of college savings or estate planning, but I do occasionally have clients who are looking far into the future... Read More >>

    Depreciation Tax Extenders Big Bonus For Business Owners

    There was a real fear that bonus depreciation might go away, and robust Section 179 expensing would be at least partially limited, but Congress has handed business owners two gifts by extending these tax breaks through December 31, 2014. Bonus depreciation... Read More >>

    How Much Investment Money Can You Take Out In Retirement

    How much can you spend in your retirement? Answering this pivotal question requires you look hard at your current spending, how long you can expect to live – and at new approaches to using both factors in your plan. An important part of your annual... Read More >>

    Retirement: Five Ways To Make The Most Of 2015

    Boy, did 2014 go by quickly, and now it's time to get ready for 2015. For our December Retirement Checklist, we've come up with some great ways for you to have a wealthier and healthier new year, especially if you're retired or nearing retirement. Here's... Read More >>

    Medicare Myths And Mistakes

    Medicare and medical expenses are among the most misunderstood parts of retirement and retirement spending. Many surveys have documented how ill-informed both financial professionals and individuals are on these topics. It’s no wonder that the leading cause... Read More >>

    10 Questions To Ask A Financial Advisor

    It’s not easy finding a financial advisor. After all, you have to trust this virtual stranger enough to reveal your financial situation – or hand your money over -- to him or her. But these steps can help you find the right fit. Ask friends and family... Read More >>

    The Most Important Question To Ask Your Financial Advisor

    Whether you already have a financial advisor or are now looking to hire one, you want someone who has your best financial interest at heart. That means that when she is helping you direct your money and advising you on financial goals, she’s not just... Read More >>

    Planning Your Long-Term Care Strategy? Five Things Every Woman Should Know

    When we think about retirement, we tend to accentuate the positives: growing old in our own home, visiting the grandkids—finally traveling the world. And while that could very well be what lies ahead, there’s also a less-pleasant reality that should be... Read More >>

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