Financial Choices: College, Retirement, or Both?

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Posted on May 27th, 2014

Life is full of choices. Should you watch Breaking Bad or Modern Family? Eat leftovers for dinner or order out? Exercise before work or after? […]

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Are con artists adopting trendy twists on old scams?

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Posted on May 27th, 2014

In a word, yes. You may be great at deleting e-mails from Nigerian princes to avoid online phishing, but fraudsters keep coming up with new […]

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Saving for the Future: Start Now or Start Later?

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Posted on May 5th, 2014

There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But […]

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Tips for Traveling Abroad

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Posted on May 5th, 2014

For many people, there’s perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar landscapes. But […]

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15 Facts about Social Security

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Posted on May 5th, 2014

It’s easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it’s […]

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Economic Perspective – April 2014

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Posted on May 5th, 2014

Economic growth stalled during the first quarter, falling from 2.9% in Q4 2013 to the current 0.1%. The initial estimate will be subject to two […]

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Market Recap – April 2014

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Posted on May 5th, 2014

The Markets The rotation out of momentum stocks that began in early March continued in April, hitting many of the tech and biotech high-fliers that […]

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How do I figure the tax on the sale of my home?

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Posted on April 1st, 2014

In general, when you sell your home any amount you receive over your cost basis (what you paid for the home, plus capital improvements, plus […]

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Is there a new way to calculate my home office deduction?

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Posted on April 1st, 2014

Yes, but first it’s important to understand what hasn’t changed. To qualify for an income tax deduction for home office expenses, the IRS still requires […]

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Saving through Your Retirement Plan at Work? Don’t Let These Five Risks Derail Your Progress

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Posted on April 1st, 2014

As a participant in your work-sponsored retirement savings plan, you’ve made a very important commitment to yourself and your family: to prepare for your future. […]

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