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Blog Posts

  • 401k

    Seven Tax Return Issues to Review Today

    April 22, 2013
    Back when people got a paper copy of their tax return from their accountant, they would put it in a drawer along with their other important papers and never look at it again. Now that many people file electronically, that tax return is probably sitting in an email inbox ...
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  • 401k

    Considering In-Service 401(k) Distributions? Proceed with Caution

    April 16, 2013
    New disclosure rules for 401(k)s mean that employees now have more information than ever about their work-based retirement plans. With that new information, some will look at the plan they have at work and wonder if they could be doing something better with their money. Most people believe that ...
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  • emergency-kit

    Preparing for a Financial Emergency

    April 12, 2013
    Fire, flood, tornado, hurricane, theft (including identity theft), sudden illness, disability or a sudden death in the family—any of these can lead to a financial emergency. Yet most of us are not prepared. We should all have some extra food and water, but it is the financial ramifications that ...
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  • healthcare

    Should You Deduct Investment Advisor Fees on Your Tax Return?

    April 9, 2013
    It is that time of year when everyone believes tax planning is happening. But there is a big difference between tax planning and tax preparation. Don’t blame your accountant if you owe money, and don’t praise them if you get a large refund; whatever happens now is just an aftereffect ...
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  • healthcare

    Business Owners and Healthcare Reform: Part 2

    March 25, 2013
    In my last post, I outlined how much has changed since the Affordable Care Act was passed in 2010. Over the past several years, subtle adjustments have been made to health care, with more of the actual rules being written in 2013. Last week, I laid out what the changes ...
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  • Florida

    Business Owners and Healthcare Reform: Part 1

    March 18, 2013
    This is a transition year for healthcare reform. State legislatures are preparing for health insurance exchanges, while many people are unsure of what their benefits and premiums will look like starting January 1, 2014. In the middle are business owners, who have many new issues to understand about the healthcare ...
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  • Florida

    Where Should You Retire?

    March 13, 2013
    U.S. News & World Report just released a list of the top 10 worst places to retire. None of them are very surprising—they all have expensive housing, high taxes and high healthcare costs (New York, San Francisco or Honolulu, for example). Spending is the key to how big your pile ...
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