Tax Preferred Retirement Plan Possibly Being Eliminated

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The leaders of the Senate
tax-writing committee are trying to reform our current tax system by
putting every tax break embedded in the tax code up for review –
including retirement-savings incentives. Nothing wrong with this, I
personally think that there are many tax breaks that are in fact a
waste and should be eliminated to help in

Five Mistakes to Avoid Near Retirement

1. Trying to make up for lost time - if you have seen your retirement portfolio reduced and feel tempted to take unnecessary risk to make up for losses, resist. With the recent surge in the stock market you may think that is time to invest aggressively to make up for lost time, right? Keep in mind that a more aggressive allocation gives you the potential for higher returns, lower returns and

5 Insurance Policies To Avoid

Fear of the future and uncertainty is one of the best selling tactic used by insurance sales people. Insurance companies understand this fear and use it against you. Before I go any further, I will tell you that insurance must be included in your financial planning strategies. The key is to chose the correct insurance for your situation.

Insurance is about transferring risk - risk that you