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6 Oct 2018, 2:00 am
The last thing you want to do is trust your life’s savings with a charity that is not going to use or invest it appropriately. [read post]
4 Oct 2018, 9:01 pm by Francine L. Shaw
  Yes, technology is an investment, but the amount of money it will actually save long-term is mind boggling. [read post]
4 Oct 2018, 4:00 am by Corbin Bridge
More so, this type of sale tends to be on the higher end of the purchase price range due to synergies (cost savings because of similar business operations). [read post]
3 Oct 2018, 7:07 am by David Stanton, Wenqing Zhao
Google’s leadership was said to be “furious” about the leak and subsequently prompted human-resources personnel to instruct employees who had accessed or saved the memo to delete it. [read post]
2 Oct 2018, 10:00 am by Krause Donovan Estate Law Partners
If you’ve used regular taxable accounts to invest your savings, it won’t matter when you make withdrawals. [read post]
29 Sep 2018, 1:00 am by Victor Medina
Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement. [read post]
Key findings of the Report include: 4.5 million UK adults had regulated financial advice in the last 12 months, up from 3.2 million in 2017; fewer adults who have had regulated financial advice in the last 12 months related to investments, saving into a pension or retirement planning now seek advice regularly; relatively few adults who have not had regulated financial advice in the last 12 months, but whose circumstances suggest there might be a need for financial advice,… [read post]
24 Sep 2018, 12:52 pm by Ettinger Law Firm
Investment contribution funds, 529 plans are state and education institution sponsored programs. [read post]
21 Sep 2018, 10:25 am
Saving Persuasion: A Defense of Rhetoric and Judgment (Harvard University Press, 2006). [read post]
19 Sep 2018, 1:14 pm by ccollins
The plaintiffs, who filed this Puerto Rico investor fraud lawsuit in 2015, contend that the financial firms failed to properly analyze whether the investments were suitable before selling to them, causing many UBS customers to lose a large portion of their life savings. [read post]
14 Sep 2018, 10:22 am by Scott H. Kimpel and Chris Adcock
Units of a mutual fund trust are considered qualified investments under registered plans such as Registered Retirement Savings Plans (“RRSPs”) and Tax-Free Savings Accounts (“TFSAs”). [read post]
12 Sep 2018, 6:41 am by Cynthia Marcotte Stamer
Among other things, it would: End required minimum distributions of funds from 401(k) plans and other retirement savings accounts for retirees with balances under $50,000; and Protect the ability of participants invested in lifetime income options through an employment-based retirement plan against losing these investment guarantees when their employer changes recordkeepers. [read post]
11 Sep 2018, 12:12 pm by Kevin Kaufman
Taxable labor compensation greatly exceeds taxable investment income (Figure 1). [read post]