Tag Archives: retirement financial planning

More Tax Breaks For People Over 50

This article came from US News & World Report... After age 50, and especially at age 65, you can qualify for extra tax breaks. Older people get a bigger standard deduction, and they can earn more before they have to file a tax return at all. Workers over 50 can also defer or avoid taxes on…
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Should I Use A Roth IRA?

The Roth IRA first came about through the Taxpayer Relief Act of 1997, and is named after its chief legislative sponsor, Senator William Roth of Delaware.  The Roth IRA allows a taxpayer to contribute money that you've already paid taxes on (or, after-tax dollars) into an individual retirement account.  The money then grows TAX FREE…
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Cash Flow Management

Controlling your money through cash flow management is the first step towards financial freedom and independence. It’s very simple in concept, but very difficult to do. If you want to be a millionaire, you need to get good at this.
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The Retirement Paradigm

Everyone has a different idea of what a successful retirement means to them. Make sure your financial planner clearly understands what’s important about retirement to you. You may be surprised to find out that you and your advisor have different ideas of what it “should” look like.
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How To Avoid Revenge Spending!

Revenge spending can spell disaster for your relationship, and your finances. Following a simple monthly budget can help you control expenses, get out of debt, and build wealth.
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Retirement Financial Planning

Many people look forward to retirement because they can finally do whatever they want to. Setting goals that will help you pursue your passions during retirement will make it much more fulfilling
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