Estate Planning: Supporting a Noble Cause

Last December, the White House Conference on Aging held its first meeting in 10 years. The conference addressed the growing number of baby boomers reaching retirement and highlighted how a large number of them are contemplating volunteering. More and more retirees are volunteering for charities and non-profits in an effort to contribute to their community…

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Year-End Financial Planning Checklist

We\’ve just come to the end of a tough year, and you are probably more aware than ever that you need to get your house in order.  So, as you begin to tackle all those last minute things you do at year-end, here are a few items that should be at the top of your…

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Serps – a Briefing on Executive Retirement Benefits

Upper Saddle River, N.J. – July 18, 2006 – There continues to be a barrage of media reports concerning new excesses relating to executive compensation. Recent revelations have concerned back dating of stock option grants, grossing up bonus payments to cover related taxes, and extremely lucrative retirement benefits . A Supplemental Executive Retirement Plan (SERP)…

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401(k) and taxes?

I am really confused. I’m doing my own taxes, because I’m cheap and want to save $100. I am having trouble with the following questions online: Did you withdraw or receive distributions or payments from:A retirement plan such as an IRA, Roth IRA, or 401(k) in 2005 or 2006? A retirement plan such as an…

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What should a good, agressive investment portfolio consist of?

What kind of asset allocation is good to diversify. For a couple that can take risk, age 30, and have time to let it grow. Growth stocks with a strong focus on international (up to 50%). But don’t discount blue chips that pay steady dividends. i’m 35 and I’ve had some of those in my…

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does social securty penalize you if you have another retirement plan?

I am a government worker, and I will eventually have a 20 year military reserve retirement plan set, another Gov retirement paln, and social security since I’ve been paying into from 1987 to the present? A friend of mine informed me that since I will drawing other retirements, SS will give me a lower amount…

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How Far Will You Go if You Know Financial Freedom is Waiting for You?

The importance of financial freedom cannot be overemphasized, especially with continued economic crisis. Therefore, you cannot blame people who end up falling for business scams in their effort to attain financial success. However, achieving financial freedom entail hard work and lots of discipline. To say the least, it is quite difficult to attain but once…

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What is the best financial investment plan?

What is the best financial investment plan for stocks and mutual funds for disabled military veterans who earn compensations and they are nontaxed income? I am 37 years old now. How can I start investing now to have a good nest egg by the age of 60? Start as soon as possible. Reduce debt. live…

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Real Estate and your Retirement

Many people are looking for ways to increase their retirement income. For most of these individuals, their homes are the greatest asset. A large section of the aging population has failed to plan effectively in order to have sufficient savings at retirement. They now are looking to their real estate to supplement their retirement income.…

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Where do I start with learning about investing and retirement planning?

I have been an assitant to a financial advisor for 6 months and I am not satisfied with just knowing how to fill out forms and where to send them. I would like to know the meaning behind most of the financial world’s jargon (ETF’s, IRA’s, SIMPLE Plan, etc.) and also how to go about…

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