Get Ready for Online Sales Tax

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Don’t look now, but a new sales tax for online purchases is likely headed your way. Actually that’s not entirely accurate. Right now when you purchase items online, you’re already supposed to be keeping track of what you buy and paying…

It's the 2008 Crisis All Over Again... In Europe

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The equities markets have been back to their old tricks again, taking us on a roller coaster ride of volatility that seems to swing back and forth from euphoria to despair every other day. What’s going on? The answer brings to mind the…

Avoid Disaster in 401(k) Beneficiary Planning

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It is said that a smart person learns from their own mistakes, but that a truly wise person learns from the mistakes of others. A recent court case (Cajun Industries vs. Robert Kidder, USDC Louisiana, April 26, 2011), highlights the importance…

Managing Debt in Tough Times

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In these times of economic turmoil and uncertain job prospects, a lot of families are wondering whether it might make sense to reduce their household “monthly overhead” by liquidating some of their investment assets to pay o debt. This issue…

Importance of Keeping IRA/401(k)/403(b) Beneficiary Designation Forms Up-to-Date

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We’ve written before about the importance of keeping your IRA, 401(k) and 403(b) beneficiary designations up to date. We’ve emphasized that updating these forms is easy, it’s free, it keeps the assets out of probate and it controls who…