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February 28, 2012
For cash-strapped consumers, debt consolidation loans might seem like a quick fix to solve their money woes. Yet, new research supported by the National Endowment for Financial Education (NEFE) reveals ads for these loans do not give consumers a full picture of the total costs. Furthermore, these loans may cause consumers to make their … Read More: The Trouble with Debt Consolidation Loans February 15, 2012
Did you know that there’s a wealth-transfer technique you can use to reduce your taxable estate and keep more of your assets for your heirs? You can make annual gifts of up to $13,000 ($26,000 per married couple) to as many people as you wish without incurring federal gift taxes. An example: A married … Read More: Gifting: a win-win proposition February 8, 2012
If you’re an outdoor enthusiast, at some point or another you’ve probably contemplated what you might do should you encounter a bear or other wild animal. Wildlife experts typically recommend these tips: Stay calm and don’t run. Investors might do well to heed that advice when traversing the stock market, as well. Plan ahead: … Read More: Investor Tips: Managing and Coping with Risk February 1, 2012
In February, resolve to spend a few hours organizing your personal files and documents. There are several personal financial records you should keep indefinitely. These include property records (home purchase, significant improvements), pension records, and retirement distribution records. Save copies of any applications or documents where you have designated a beneficiary on your account … Read More: February: 12 Financial Planning Steps for 12 months in 2012 |
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