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Tax Relief Using an SPDA?

Posted on February 20, 2011 by bobrichards

With retirement just a few years away, you may discover yourself to be contributing heavily to your retirement portfolio and retirement savings plans … [Read more...]

Tax Planning With Your Investments

Posted on February 16, 2011 by bobrichards

Beyond fees and transaction costs, most all investments are subject to taxation - and this represents more expenses for you that can reduce your net … [Read more...]

Senior Citizens Financial Squeeze Starts Now

Posted on February 16, 2011 by bobrichards

Here's the headline on CNBC today "US Must Look at Revenues to Cut Deficit: Geithner." Senior Citizens will supply much of the revenue that the US … [Read more...]

Retirement Calculator

Posted on February 13, 2011 by bobrichards

Click to immediately use our retirement calculator. However, to better understand what  a retirement calculator will tell you, read on. The … [Read more...]

Retirement Investing Myths

Posted on February 11, 2011 by bobrichards

Retirement Investing Myth 1- Get out of equities and put your money in the bank Unless you're rich, this retirement investing strategy won't work.  … [Read more...]

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Recent Posts

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  • Retired and Stocks Losing Value

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