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  • Fall Back: A Daylight Savings Retirement Opportunity

    Fall Back: A Daylight Savings Retirement Opportunity

    October 31, 2014
    Key Takeaway! The IRS just announced increases to your savings opportunities. Don’t forget to make any changes to your plan as you set back your clocks for daylight savings. As the clocks fall back an hour, most of us dream of catching up on sleep. Catching up with our savings is ...
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  • How to Find Your Social Security Statement

    How to Find Your Social Security Statement

    October 15, 2014
    Key Takeaway! The Social Security Administration stopped sending statements in 2011, but that is changing. You can also go online to find your statement and keep track of your benefits and reported earnings. I often write about the role of Social Security in retirement. For example, by using a different claiming ...
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  • Tax Planning Is Like Fall Lawn Care

    Tax Planning Is Like Fall Lawn Care

    October 7, 2014
    Key Takeaway! Year-end tax planning starts with understanding what taxable distributions to expect in your portfolio. Follow these steps to avoid surprises in the spring. Lawn care in cold climates takes one extra step each fall. When you leave extra clippings and leaves on your lawn in the fall, snow mold ...
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  • A Grandparents' Guide to Helping Pay for College

    A Grandparents’ Guide to Helping Pay for College

    September 26, 2014
    Key Takeaway! Grandparents have a special role in educating their grandchildren, especially when they want to help pay for it. Know the rules so you can be the family guide. Many people want to help their children in life, but they prefer to do it in a way that is directed ...
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  • Retirement May Come Sooner Than You Think

    Retirement May Come Sooner Than You Think

    September 13, 2014
    Key Takeaway! While we all plan for a retirement date, there’s a chance that retirement could be forced upon us sooner than we want. Know how today’s decisions prepare or distract us from being ready to handle an early retirement. I graduated from college in 1992. My father was not at ...
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  • The Talk: Hanging Up the Car Keys

    The Talk: Hanging Up the Car Keys

    September 3, 2014
    Key Takeaway! Children should not have to take away a parent’s car keys. Instead, parents should take their own keys away in an orderly transition. Have you had the talk yet? You know what I mean—that uncomfortable discussion with your parents about taking the car keys away. This is the conversation ...
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  • Riding the Market Roller Coaster

    Riding the Market Roller Coaster

    August 29, 2014
    Key Takeaway! Markets are like roller coasters. Our success in the market is largely based on how well we control our behavior and emotions, just like we control our fear during a roller coaster ride. My kids love Valleyfair amusement park. As they get older, they want to try bigger and ...
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