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Posted on Wednesday, 16th May 2012 by Dennis Damp

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My wife and I recently moved for the tenth time since we married in 1969; Seven years after I retired at age 55! We are both in our early 60s and a move at any age is STRESSFUL. We’ve been looking for many years now and found a home that covered most on our must-have […]

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Posted on Tuesday, 15th May 2012 by Paul Risser

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Is a tax refund coming your way? If you have already received your refund for 2012 or are about to receive it, you might want to think about the destiny of that money. Here are some possibilities. Start (or add to) an emergency fund. Many people don’t have a dedicated rainy day fund, only the […]

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Posted on Monday, 30th April 2012 by Nancy Holston

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I lived in Heidelberg Germany, thanks to the US Army, from May of 1975 to November of 1976.  While initially I wasn’t looking forward to being so far from home, once I arrived in Frankfurt I took advantage of every opportunity I could to see Western Europe.  I learned enough German to carry on a […]

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Posted on Sunday, 22nd April 2012 by Paul Risser

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Many people underestimate lifestyle costs, medical expenses and inflation. Presented by Paul H. Risser What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated … but […]

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Posted on Thursday, 12th April 2012 by Dennis Damp

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The Windfall Elimination Provision primarily affects you if you earned a pension in any job where you did not pay Social Security taxes and you also worked in other jobs long enough to qualify for a Social Security retirement or disability benefit. For example, this provision affects Social Security benefits when any part of a […]

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Posted on Thursday, 5th April 2012 by Paul Risser

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Two-thirds of us have no financial plan. provided by Paul H. Risser 64% of Americans have no financial strategy at all. That’s right – no plan whatsoever to build wealth or keep it. That finding comes from the 2009 National Consumer Survey on Personal Finance conducted by the Certified Financial Planner Board of Standards, Inc. […]

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Posted on Saturday, 31st March 2012 by Ann Ozuna

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Do you know what that divorce from years ago is going to do to your federal retirement? Even though you may be a couple of years away from retirement, early out offers and changes in retirement law may tempt you to jump ship and retire sooner than you had originally planned.  That old divorce decree […]

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Posted on Monday, 26th March 2012 by Paul Risser

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Little details worth paying attention to as April approaches. Presented by Paul H. Risser Every year, the IRS institutes big and little changes – and some don’t get as much notice as they should. This year is no exception. Here is a rundown of some of alterations and asterisks affecting taxpayers this year. Don’t forget […]

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