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A Taxing Story: Capital Gains and Losses

Chris Rock once remarked, “You don’t pay taxes–they take taxes.”1 That applies not only to income but also to capital gains. Capital gains result when an individual sells an...

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Diversification, Patience, and Consistency

Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some...

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Five Most Overlooked Tax Deductions

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax...

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Breaking Down the Parts of Medicare

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered...

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A Primer on Dividends

When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments. When a company makes a profit, that money can be put...

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How Women Can Prepare For Retirement

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that...

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A House Divided

The latest research suggests that divorce rates in the U.S. have been falling in recent decades. Still, many people face the difficult crossroads that comes when their marriage ends.1...

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A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no...

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A Brief Guide to Condo Insurance

Some retirees think about downsizing or buying a vacation home, and a condo can be a popular option. Check out this article with some helpful tips on condo insurance....

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Retirement Seen Through Your Eyes

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to...

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