What do they have going for them that banks don't? Why do people choose a credit union over a bank? It isn't just a matter of one's profession or union encouraging the choice - though that certainly plays a role. People like credit unions for other compelling reasons. A fundamental (and philosophical) difference. Credit unions…
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Tax Alert: Plan To Take Advantage Of 2010
The Bush tax cuts are set to expire - and other big changes are poised to occur. Do you see a warning light flashing? Americans with high net worth and high incomes are preparing for the possibility of higher taxes in 2011 and subsequent years. High earners are almost certainly going to take the hit…
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Do You Know What Your Broker Has Been Up To?
Have you ever wondered about your Financial Advisor’s background? For example, other jobs they’ve had, other companies they’ve worked for, or if they have ever had any customer complaints? All reasonable questions, right? Well, I’ve got an excellent resource for you and it may be the best thing I’ve ever told you about. It’s through…
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Will The National Health Care Bill Include Long Term Care Benefits?
With all the healthcare talk these days, the one area I have not heard a lot about is what's in the bill, if anything, for long term nursing care benefits. I think we all know by now that the chances of any substantial long term care benefits being included are highly unlikely. It's a pure…
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Options For Taking Money Out Of A Roth?
Explaining some of the intricacies of withdrawals. Sometimes people want to access Roth IRA funds for early retirement or other purposes. Maybe you're one of them. If you have ever thought about taking money out of a Roth IRA, be sure to consult your financial or tax professional first before you make a move ...…
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Year End Financial Moves To Think About
Before 2009 ends, some things you might want to consider. Fall is the time to consider some year-end financial moves - little and not-so-little things you might do to plan to help improve your financial position. You could put more in your 401(k) before they play "Auld Lang Syne". As you only get one chance…
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