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Friday Humor: The Ultimate Retirement Plan

An American businessman was at the pier of a small coastal Mexican village when a small boat with just one fisherman docked. Inside the small boat were several large yellowfin tuna. The American complimented the fisherman on the quality of his fish and asked how long it took to catch them. The fisherman replied that … Continue reading

Understanding Your Risk Tolerance: Do you recognize the major factors that may affect it?

(content for this post provided by third party)   How’s your ability to withstand short-term losses? This is the question at the core of any discussion of risk tolerance. Some people are able to ride through turbulence in the financial markets with a shrug while others suffer headaches. Many investment professionals recommend that their clients … Continue reading

Weekly Economic Update

March 23, 2015    (content for this post provided by third party service)                 FED MAY WAIT LONGER TO TIGHTEN March’s Federal Reserve policy statement provided less forward guidance than many investors expected. As anticipated, the word “patient” disappeared – but the Federal Open Market Committee also lowered … Continue reading

Social Security Survivor Benefits: How do you claim them? How much can you receive?

(content for this post provided by third party) About 5 million widowed Americans get Social Security survivor benefits. If your spouse has passed, you may be eligible to collect them. This means that you could receive as much as 100% of your late spouse’s Social Security income.1,2 Some widows and widowers aren’t aware of these … Continue reading

Weekly Economic Update

March 16, 2015 (content for this post provided by third party source)  WHERE ARE THE SHOPPERS? Retail sales were off again in February – the 0.6% decline reported by the Census Bureau was the third straight monthly retreat. Economists surveyed by Briefing.com anticipated an 0.4% advance. This severe winter may have prompted households to spend … Continue reading

Friday Humor: Tee It Forward?

Tee It Forward? A man was addressing the ball when an announcement came over the loud-speaker: “Will the gentleman on hole number one please not hit from the Ladies’ tee box.” The man backs away, a little distracted, then approaches his ball again. As he does, the same announcement comes over the loud-speaker: “Will the … Continue reading

Using CRUTs & CRATs to Sell Your Business Interest

These estate planning tools may also help in exit planning. (content for this post provided by third party)    Discover a pair of underappreciated exit planning vehicles. Charitable remainder unit trusts (CRUTs) and charitable remainder annuity trusts (CRATs) are commonly seen as estate planning tools. What frequently goes unseen is their value in exit planning … Continue reading

Weekly Economic Update

  March 9, 2015 (content  provided by third party source)               JOBS REPORT MIGHT GIVE FED A SIGNAL Good news on Main Street was not so good for Wall Street. Non-farm employers added 295,000 new workers to payrolls in February, according to the Labor Department; the headline unemployment rate fell … Continue reading

2015 IRA Deadlines Are Approaching

(content for this post provided by third party vendor)   Here is what you need to know.   Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines.   *April 1 is the absolute deadline to take your first Required Mandatory Distribution (RMD) from your traditional … Continue reading

Weekly Economic Update

March 2, 2015                                                                                                      (content for … Continue reading

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