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Long-Term Care Planning Is Important for Women

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Long-Term Care Planning Is Important for Women The prospect of needing long-term care is an important, yet sometimes overlooked, part of financial and retirement planning. Yet it may be especially vital for women to consider as they often face the need for long-term care as both a caregiver and recipient. Women as caregivers While you …

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The Market votes against the Greek Referendum

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The Market votes against the Greek Referendum Why Greek PM Papandreou would call for a referendum on the recent bailout has certainly confused the markets and this author.  One could guess it is to get a better grip on his flagging power base; however, it appears to have already backfired as his fellow lawmakers, including …

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The Markets – October Recap

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The Markets – October Recap Domestic equities defied October’s reputation as a bad month for stocks, making up for at least some of the damage done since July. Only a 2%-plus loss on the month’s final trading session kept the Dow from having its best October in more than a century, while the small-cap Russell …

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Year-End Investment Planning: The Clock Is Ticking

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Investment planning at the end of 2010 was complicated by uncertainty over whether existing tax rates would be extended. This year, it’s the congressional “supercommittee” charged with tackling the country’s deficit financing problem that’s the source of uncertainty. Even though you may not be sure how the committee’s work might ultimately affect you, here are …

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401(k) Corner: Increase Employee Savings

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Why? 1. Those with a healthier retirement plan are more “present” while working, increasing efficiency. 2. Larger balances per employee allow fixed costs (administrative, audit, etc.) to be spread over a larger asset base, creating cost savings for everyone. How? 1.) Communication- Stress the importance of retirement savings. Employees don’t know that the rule of …

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