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Click on any of the reports listed below to find practical, unbiased
information to help you build and maintain your wealth.
Financial Planning
Checklist
Once you've finished with your year-end filing and your return
is on its way to the IRS, take a minute to consider these questions
concerning short and long-term financial goals, IRAs, Keoghs,
employee benefits, your children(s)' education, emergency funds
and many others. These planning techniques can help you decide
if the money you have left over is really left over money!
Tax Saving Strategies
For Investors
Two creative and practical ways to be smarter with investments...The
first this article explains is how to get more out of investment
interest expenses. The second is how to deal with worthless stock
by writing it off as a loss, then keeping it!
The Secret Of Creating
Wealth
A smart and quick review of George S. Clason's book, The Richest
Man In Babylon. A true secret of building wealth is revealed.
Swap Tactic That
Lets You Defer Capital Gains Tax
"Like-Kind Exchange" can apply to many kinds of real estate trade-ups.
Section 1031 is valuable to those involved in trading and can
also be very tricky (and costly) if not carefully executed. This
article is an interesting introduction to section 1031 and highlights
many of its advantages along with some important planning tips.
Changing Jobs?
Don't Forget Your 401(k)
A simple misstep in your approach on how to handle your 401(k)
savings can easily kill half of what you've saved! A simple rollover
might be one of the easier, and more financially rewarding, ways
to handle this situation. This article explains this in greater
detail with a very powerful example of how penalties and taxes
can really hurt your plan if not handled correctly.
Savings
After Inflation and Taxes Calculator
Use this interactive calculator to determine how much your savings
will be worth with these two important variables in mind.
Interactive
Retirement Planning Calculator
Do you know what it will take to create a secure retirement? Use
this interactive problem solver to help you create your retirement
plan.
Credit
Card Payoff Calculator
Find the best repayment options to pay off your credit card balance.
Our Personal
Financial Planning Service
Building and preserving your personal wealth requires specialized
attention. You get one-on-one guidance and a comprehensive financial
plan that helps manage risk, improve performance, and ensure the
growth and longevity of your wealth.
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