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Warren Buffett and Charlie Munger: More than Investing
What would happen if you were to give two elderly gentlemen soda, candy, and a microphone in front of 40,000 people?
Paper Piled Up: Toss or Keep?
Are your files bulging with important tax documents, monthly statements, and paid bills? Before you become overwhelmed by the urge to pull and dump, review the guidelines regarding how long to maintain your important records.
Investing for Retirement: Target Date Funds Can Be Dangerous
Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.
Top 3 Reasons to Invest in International Stocks
After years of under-performance, international stocks have started off strong in 2015. The economic world is seeming smaller and investing outside of the U.S. can be an integral part of a successful portfolio.
Are You in the Final Four?
March Madness will culminate in Indianapolis this week! Coaches and athletes have worked diligently on their game plans to get to this Final Four tournament.
Real Estate Transaction Documents
Buying or selling a house? The legal documents can make you crazy! It’s to your advantage to understand the documents required and whether you should sign on that dotted line.
Senior Care Housing Options
Where will you live if you need some type of assistance? Reviewing the options can be overwhelming. Before making a decision, have a clear understanding of the services provided as well as the financial impact.
Cyber Insecurity: Your Information is at Risk
Anthem recently announced that the personal information of 80 million insured individuals had been compromised. The cyber thieves have both financial and medical identification data.
Traditional vs. Roth 401(k) Plans
Given the choice, would you prefer a tax break now or a tax advantage later? The differences between 401(k) plan options can have substantial effects on your long-term financial goals.
When Parents Depend on You
What do you do when Mom or Dad needs assistance? First, you need to know what, if any, planning they have done. Second, you need to understand the financial impact you may experience.
Impact of Swiss Currency News
We all know that the U.S. dollar changes value relative to other currencies. However, early last week, $10 was equal to about 10 Swiss Francs.
Tax Filing Time
2014 is history and now it’s time to file tax returns. You may be noticing the arrival of tax information in your mail box or email account. Using the appropriate tax form for you may reduce both time and effort.