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Retirement & Financial Planning Report
Sign up Now! Free eNewslettersTax Havens
For tax relief, Go West or Go South. According to a recent survey, Wyoming is the least taxing place to …More
Cleaning Up
When you sell a stock at price lower than what you paid for it, you usually can take a capital …More
How Big a Nest Egg?
How large a portfolio will you need to provide an income that starts at say, $60,000 per year and gradually …More
Learning the Limits
When you buy or sell stocks, you can choose between two types of orders: Market orders obligate you to buy …More
Backers Beware
Before investing in a startup business, here’s what to look for: A business plan. The projected results should be based …More
Higher Yields, Lower Risks
Throughout 2001, the Federal Reserve has been cutting interest rates in an effort to stimulate the economy. Long-term, those cuts …More
Read the ‘Sell’ Signs
You should pay just as much attention to a company’s fundamentals after you purchase a stock as you do beforehand. …More
A Super Way to Buy Mutual Funds
Mutual fund investors can find one-stop shopping at several fund “supermarkets.” You can invest in various funds, from different companies, …More
Happy Ending
Cash value life insurance can double as a retirement plan. Suppose you buy a variable life insurance policy with a …More
Help Wanted
As your parents age, try to establish a regular communications process. Have them check in every couple of days, even …More
The Best Way to Find a Federal Job
Thousands of federal employees and members of our military community have already signed up for a comprehensive federal job search …More
Balancing Act
Constant re-balancing can help your portfolio stay on track. Suppose your basic asset allocation calls for investing 60% in stocks …More
Take Stock
Are your elderly parents beginning to show signs of mental deterioration? If so, make certain that their financial documents are …More
Don’t Give Away Depreciated Securities
It doesn’t make sense to give away securities selling at a loss. Instead, you should sell the securities, taking the …More
Retirement Communities: Pin Down the Facts First
Before you make such an important commitment and sign up for a retirement community, do your homework. Check the books. …More
Private Annuity Savvy
If you have assets you want to pass on to your children, free of gift and estate tax, consider a …More
Spending Pattern
Don’t expect your spending to drop after you retire. It’s true that you won’t spend as much on some items, …More
A World Of Opportunity
The average foreign stock fund lost more than 11% for the year 2001, through May. At that point, the category …More
Pension Payoff
In 2001, required IRA distributions follow new rules. The new rules are also available for distributions from pension plans, but …More
Escape Hatch
This issue of Retirement & Financial Planning Report is sponsored by CNW. Now you can get broadband DSL-Like Speed over …More
Bond Bonanza
To bolster the economy, the Federal Reserve has lowered short-term interest rates 250 basis points (2.5 percentage points) since the …More
King of the Tax Shelters
Life insurance enjoys several major tax benefits: Tax-free investment income. Permanent life policies (whole life, universal life, variable life) include …More
Early Bird
If you’re planning on retiring early, don’t forget that you’ll need health insurance because Medicare coverage won’t begin until age …More
Language Barrier
If you want to invest in a stock fund that goes beyond the borders of the United States, keep some …More
New Tax Law: What It Really Means
Now that the Economic Growth & Tax Relief Act has been signed into law, we can peek behind the headlines …More
Guide to Understanding the New Tax Law
Reserve your copy by phone before July 1 and get over 20% off. Call Now: 888-333-9335. (You must press 2 …More
Make Indexing Less Taxing
Indexing has become an increasingly popular investment strategy in recent years. If you invest in an index fund you’ll get …More
Flow with the Ebb
There are retirement living communities that offer a range of independent living, assisted living, and custodial care. Generally, people move …More
Safe at Home
Chances are that your aging parent or parents prefer staying at home than moving into an institution. In such cases …More