Tag Archives | investment

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V is for Various Tax Breaks for those over 50

  Turning 50 opens you up to a new world of tax breaks, and after you turn 65, you can qualify for even more tax advantages. Let’s look at some ways to save money on taxes as you age. IRA deductions – at age 50 you now qualify for an additional contribution of $1,000 to […]

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Umbrella Insurance Coupon Concept

U is for How “Umbrella Insurance” Can Help Protect Your Assets

Congratulations you spent the last few decades working hard to pay off your mortgage, and build a sizable retirement account. Your assets are now worth close to one million dollars. Life is good, and retirement is just around the corner. Until, one day, an unfortunate accident occurs, and you are now being sued for injuries […]

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T is for Tax Tips for Widows and Widowers

  Losing your spouse can turn your world upside down and cause unbearable grief, so it’s entirely understandable that managing your money is the last thing on your mind. Give yourself some time to grieve before you evaluate what financial decisions will be in your best interest. When you are ready, you must begin to […]

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reliable-tips

R is for Reliable Tips to Build a Solid Financial Plan

  Women tend to feel less confident than men when it comes to discussing finances, but studies show that their saving rate is stronger and they tend to generate better long-term investment performance when they do engage. So don’t hesitate to take charge of your finances. Below are some tips to help you engage and […]

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Q is for the Quality of Spending during the Holidays

  We all want to enjoy the holidays and partake in festivities like; decorating, shopping for gifts, hosting holiday parties and going to holiday shows, but all of this may present a challenge to our finances. Most of us cherish the hustle and bustle of the season but overspending and trying to handle money stress […]

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N is for “NO” more Shopping on Black Thursday a.k.a. Thanksgiving

Over the years, traditional Black Friday has morphed into Thanksgiving Day becoming the start of the holiday shopping season. I don’t know about you, but Thanksgiving Day has always been a day for family, friends, and festivities. Do you really want your guest leaving early, especially, after all, the hard work and time spent preparing […]

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L is for Lost in Debt – Take Control with a Solid Financial Plan

Money troubles happen, whether you are living paycheck to paycheck or bringing home a hefty salary. When we find ourselves spending more than we can afford this leads to “money troubles” which in turn can cause lots of stress in our day to day lives; but the good news is it doesn’t have to be […]

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Green Business Strategy

K is for Know Your Investment Strategy

You know “You” – better than anyone else, so when planning your investment strategy make sure you incorporate all that is relevant to your individual financial needs and goals. In turn, you or your advisor will have greater insight when designing a holistic investment plan unique to you. There are some very critical areas; that […]

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J is for the Justifying your Spending Habits are you Frugal or Cheap?

  Do you pride yourself on being frugal? Not so fast, there’s a fine line between being frugal and being an outright cheapskate. To me, frugal can be a positive approach to managing your finances. A frugal saver understands, “more” doesn’t always add up to better value. Their primary goal leads them to maximize spending […]

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