Posts tagged as:

retirement

Building Wealth

Your net worth is a basic measurement reflecting your monetary value. It offers a great overview of where you are at financially, and a quick look at your financial health.

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Investing for dividend income is a smart way to invest in the market and participate in the profits of successful businesses. Sure, the income from dividends might not be as tax efficient as long term capital gains, but there are many other benefits. Depending on your goals and your situation in life, a well constructed [...]

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Investing in Municipal Bonds

Money

One of the hot topics of discussion lately is that of municipal bonds (also called munis). Recently, superstar investor Warren Buffett warned that they could be facing trouble in five to 10 years if the federal government doesn’t step in to help. On the other side, though, are those who see municipal bonds as a [...]

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You Paid Off Home Mortgage – What Next?

Money

If you paid off mortgage, pat yourself on the back! It is a great financial achievement. Whether or not you paid off your mortgage early, once that mortgage is no longer hanging over your head, it’s time to figure out what to do next. There are a few house-keeping actions you need to do once [...]

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Age Based Investing for Retirement

Money

There are a number of strategies that you can follow as you attempt to reach your retirement goal. One of these strategies is investing based on your age. This is especially popular for those planning retirement. By creating an investment plan based on age, it is possible for many to shift their asset allocation in [...]

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Bad Company 401k? There May be Other Options

Money

If you are dissatisfied with your company’s 401k, there is no reason to put too much of your money into it. Put in enough to earn your company’s highest match — you don’t want to leave free money on the table — and then consider these options as supplements.

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6 Things to Know About the 2010 Roth IRA Conversion

Money

As you know, this year is a magical year for the Roth IRA retirement account. It is possible to convert your traditional IRA into a Roth IRA, no matter your income. However, before you jump on the Roth IRA conversion wagon, there are a few things you should consider. Here are 6 things to know about the 2010 Roth IRA conversion.

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Companies Likely to Restore 401K Matches in 2010

News

A number of companies have reduced or eliminated matches in the employee 401K plans as they struggled through the recession. As a result, not only employees have seen their retirement accounts plummet in value with the overall stock market, but many have started wondering if contributing to a 401K plan at work even makes sense.
Now [...]

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The 3 Most Neglected Aspects of Preparing for Retirement

Money

I recently interviewed Craig Israelsen, a Personal and Family professor at Brigham Young University, and one of the authors of Your Nest Egg Game Plan: How to Get Your Finances Back on Track and Create a Lifetime Income Stream [Buy at Amazon]. One of the questions I asked him was this: In your experience, what [...]

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Tax-Friendly States for Retirement

Money

Just because you are retired from work, doesn’t mean you are retired from taxes. Where you retire can impact how much you pay in state taxes, sales taxes and property taxes.

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