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The Most Overlooked Tax Deductions

16th Jan, 2018

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The Most Overlooked Tax Deductions

From: investopedia.com

Through deductions, American wage earners have the chance to pocket more income, rather than hand over their hard-earned cash to the government. For those who keep good records, deductions can mean more money them – and less for the IRS.

This year, 2017, is a particularly important year to take any deductions that might be possible for you. Next year, the standard deduction is scheduled to…

Risk Management for All Markets

16th Jan, 2018

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Risk Management for All Markets

From: VanEck

• An introduction to the importance of market breadth measurements
• The construction behind the Ned Davis Research CMG US Large Cap Long/Flat Index (NDRCMGLF)
• Risk management during bull and bear markets and navigating secular trends – only 54% of time spent in bull markets historically
• The merciless mathematics of loss; negative performance requires a larger percentage of returns than what was lost to…

11th Jan, 2018

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Get your taxes ready early and right

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Although the tax deadline is still a few months away, it’s a good idea to gather all relevant documents well in advance of the tax prep rush of early spring. Now is the time to review and organize your annual financial milestones to help ensure a smooth experience.

Review the basics.
A lot can…

28th Dec, 2017

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Check In With Your Retirement Plan

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Preparing for retirement is a cornerstone of any financial plan, but a lot can change as you approach your golden years. That’s why trying a “retirement dress rehearsal” well before you stop working can reveal items to be addressed or give you reasons to adjust your expectations.

Double-check your financial details.
Most people’s anxiety about retirement comes…

Promissory Notes: Promises, Problems

21st Dec, 2017

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Promissory Notes: Promises, Problems

From: www.nasaa.org

Many investors seek out safe, fixed-rate investments, especially ones that can boost the interest they earn. You, too, may be looking for sound investments that pay better than average interest to generate income or meet the needs of your overall investing plan. But as you consider new investment products or services, always remember the correlation between risk and reward: every investment involves some degree of risk,…

Social Security: What’s New in 2017

12th Dec, 2017

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Social Security: What’s New in 2017

From: wealthmeethealth.com

Why It Matters:

• Social Security isn’t static. Many years there are adjustments and changes.

• For 2017, there is an increase to how much earnings are subject to Social Security taxes, which could affect high-wage earners.

• Social Security benefits adjust for inflation, but you may be surprised by how small that adjustment can be.

For 2016, there were some pretty big adjustments to Social Security. This…

4th Dec, 2017

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Financial Considerations for Couples

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Money can be one of the most contentious topics of discussion in a romantic relationship, making open and honest communication vital to overcoming common financial concerns like debt and child-related expenses. What’s the best way to address finances as a couple?

Should you combine your finances or keep them separate?
In the past, the default was for couples…

16th Nov, 2017

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Should you consider setting up a trust?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

You may think of trusts as luxurious financial vehicles for the elite and wealthy, but the variety and versatility of trusts available offer a number of options to anyone with clear ideas about what they want their hard-earned wealth to do.

Trusts Can Allow Greater Privacy
One of the most common uses of a trust…