Personal cash-flow management and managing your spending habits are key areas of personal financial management, and are concerns for many families. With fantastic new products arriving in the market daily, managing available cash becomes quite a challenge especially during a weak economy. This also becomes more challenging as we move into the various higher purchasing [...]
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Q: We’re in our mid-50′s and both work for stable employers with good retirement plans. With the recent declines in the stock market, how do we figure out and manage our investment choices from here on out? – T.A. M., Ohio A: We all are facing very challenging times, not only with the performance of [...]
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Q: We’re a middle aged couple and I have just received a modest inheritance. We need some tax and financial planning assistance in understanding our financial situation and in making some important decisions in front of us. Where can we find this financial assistance, and how do we select the right professionals to help us? [...]
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Q: We’re in our late-50s and were planning on retiring in a few years. We lost a large portion of retirement saving when the stock and real estate markets crashed. Recently we recovered some of our losses, and we have started talking about the days when we don’t have to go to work. Any suggestions [...]
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Q: We are in our early sixties and are doing some retirement planning. We have money stashed in various investments accounts including some traditional IRAs. Can you give us an overview of what are our options for withdrawing cash from these IRAs? – J.H., Arizona A: The tax rules affecting your IRA can work for [...]
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Personal Financial Management System Careers, Education & Your Business Family & Health Care Financial Independence & Beyond 
2011 Cost-Cutting Money-Making Game™Asset allocation is the keyChoosing the right financial advisersFashioning your financial independence goalsGuidelines on withdrawing your traditional IRAsInvestments need to grow even in retirementKeep your financial eggs in several potsLook for tax-free employment benefitsMoving at retirementReduce your tax time stress, get organized now!Starting a new business?Stocks, bonds, mutual funds: what do they mean?Strategies for earning money in retirementTax wise secrets for funding your financial independenceThe power of your spending planUsing your home to help fund your retirementYour 401(k) choices after retirementNational Financial Literacy Month (April) Home, Auto & Insurance Kids Money Your Money This website is brought to you by The NAEPC Education Foundation, working in partnership with the National Association of Estate Planners & Councils. Formed in 2005, The NAEPC Education Foundation provides information about the multi-disciplinary approach to estate planning for the public and holds educational conferences, seminars, forums, and meetings for practitioners. The National Association of Estate Planners & Councils is comprised of 230 estate planning councils and their 28,000 members across the country and administers the Accredited Estate Planner® designation to qualified professionals that support the team concept of estate planning. |
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