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21 Jan 2023, 2:45 am
The good news is that with proper trust-centered estate planning, you can avoid probate in all of the states, simplify the transfer of your financial legacy, and provide lifelong tax savings and asset protection to your family. [read post]
6 Mar 2017, 3:55 pm
It offers a secure source of income to supplement any retirement savings you’ve already amassed. [read post]
12 Apr 2012, 5:00 pm
When an oldish guy quits working and starts relying on his investments for cash flow, he wants investment income (including the yield on his retirement plan holdings) to replace the income he was getting by working. [read post]
21 Aug 2012, 8:16 am
Regulators fear a mushrooming of boiler-room mischief and retirees scammed out of their savings. [read post]
4 Jun 2009, 11:10 am
Estate planning basics [read post]
16 Sep 2009, 8:58 am
Not only can business owners protect their and others' investments and recover more quickly from a disaster, they could also save on insurance premiums, substantially reduce the risk of injury or death for themselves, their employees and customers, and help create a more resilient community in which future investment is more attractive. [read post]
25 May 2010, 10:00 am
"We are grateful to the City for its willingness to invest scarce resources as part of our overall plan to put HHC on firmer financial footing. [read post]
6 Jul 2021, 5:30 am
Higher tax rates on individual shareholders reduce the return to saving and higher taxes on corporations raise the cost of investment, reducing saving and investment. [read post]
4 Mar 2024, 5:53 am
They can be a really smart investment that saves you time and ensures everyone is getting the right kind of nutrition. [read post]
31 Jul 2011, 12:48 pm
ASIC’s Consultation Paper 164 includes three examples of giving information and advice on non-superannuation topics and five examples of how to give factual information, general advice and personal advice on superannuation topics to clients in a way that complies with Section 945A of the Corporations Act 2001: car insurance purchasing shares investing an inheritance adopting a transition to retirement strategy superannuation pension products nominating a beneficiary for… [read post]
25 Oct 2011, 12:55 am
The group plans to report back to Mr Hobson by July 2012, setting out proposals on how to structure and market such products to ensure that consumers get the best deal.Carol Sergeant (former Chief Risk Officer, Lloyds Banking Group) will head the group, which contains representatives from the Government, industry, and trade and consumer bodies.Responses to a Government consultation (found here) on simple products suggest that the group will initially look at deposit savings and… [read post]
16 Aug 2008, 5:00 am
I started the RSP program last September and save the "to be completed" prerequisite final settlement plan, have made the commitment and investment of time from my nights and weekends to complete the required graduate level academic courses through Texas Tech. [read post]
8 Jun 2009, 10:54 pm
They paid about 43 cents on the dollar to acquire their share and, under Chrysler's plan, would get back 29 cents on the dollar.The bankruptcy judge said, in effect, that these small players should not stand in the way of a deal that could save Chrysler and keep the company in business making cars and trucks.So $42 million is chump change. [read post]
23 Oct 2013, 4:33 am
The culprits were many, just like aviation gremlins: RVRBS, increased indemnity, lower investment returns - all sorts of issues conspiring to deny those who had hoped for some magical savings to occur. [read post]
23 Oct 2013, 4:33 am
The culprits were many, just like aviation gremlins: RVRBS, increased indemnity, lower investment returns - all sorts of issues conspiring to deny those who had hoped for some magical savings to occur. [read post]
9 May 2015, 8:06 am
Winnings from the sweepstakes will be put in a new or existing 529 College Savings Program Direct Plan account. [read post]
31 Aug 2016, 8:11 am
Annuities are useful only when made part of a larger, comprehensive investment plan. [read post]
31 Aug 2016, 8:11 am
Annuities are useful only when made part of a larger, comprehensive investment plan. [read post]
20 May 2024, 6:54 pm
You got what you saved plus or minus any investment experience. [read post]
6 May 2014, 8:43 am
Credit-card bills – reconcile receipts monthly; keep statements needed to prove tax deductions with tax records; shred the rest Current-year tax records – start the year with a file for tax-related documents and save yourself the headache of tracking them down at tax time Insurance policies – when you get your new policies each year, shred the old ones Investment statements – keep the latest ones and shred the rest; save the annual statements until… [read post]
