Tax season is upon us. Find out what you need to know to make this tax season painless and worry free!
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During retirement, is it best to take distributions from IRAs, Roth IRAs or personal brokerage or savings accounts? The decision of "Which account?" is an important one with many factors to consider.
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How good is your 401(k) plan at work? We looked at Brightscope which measures 401(k) plans and gives them a rating.
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The Millionaire Next Door is a classic book that surveyed over a thousand millionaires to try and identify common attributes that made them so successful at accumulating wealth. And the results may surprise you.
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Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
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You will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%! This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers. In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?
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What was going on in 1987 to cause such market uncertainty? Well, there were a number of things. Uncertainty in the Middle East. Oil price volatility related to an OPEC collapse. An economy that had expanded rapidly, but was now beginning to slow.
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