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Businesses sell shares of stock to investors as a way to raise money to finance expansion, pay off debt, and provide operating capital. Each share of stock represents a proportional share of ownership in the company. As a stockholder, you share in a portion of any profits and growth of the company. Dividends from earnings are paid to shareholders,... 

10-01-2010
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Consumer Watch!: College Cost Trends Every October, the College Board releases its Trends in College Pricing report that highlights college cost increases and trends. While costs can vary significantly by region and individual college, the College Board publishes average cost figures, which are based on its survey of 3,500 colleges across the country. Learn... 

10-01-2010
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On November 6, 2009, President Obama signed into law the Worker, Homeownership, and Business Assistance Act of 2009. The Act extends the first-time homebuyer tax credit to principal residences purchased before May 1, 2010. (If you purchase a principal residence before July 1, 2010, you can still qualify for the credit provided that you enter into a... 

10-01-2010
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Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the road, there are steps that you can take to make your life (and theirs) a little easier. Some people live their entire lives with little or no assistance from family... 

10-01-2010
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Presentation: Lifetime Transfers to Children This detailed presentation goes over several forms of lifetime transfers, including trusts and lifetime gifts. Read more now!  Read More →

10-01-2010
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Key Estate Planning Documents You Need – There are five estate planning documents you may need, regardless of your age, health, or wealth: Get critical information about these documents now. Read more  Read More →

10-01-2010
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A down market can mean tough times, but it can also present unique opportunities to minimize property transfer (gift and estate) taxes. While owning assets that are losing value might seem like a bad thing, it may actually be a great time to reduce your taxable estate by gifting those assets to beneficiaries. That’s because current low asset... 

10-01-2010
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Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may some day result in a loss of independence, if you beginning planning now, you’ll have more options open to you in the future. Learn more  Read More →

10-01-2010
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What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared, incapacity could... 

10-01-2010

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