Financial Planning

Tax Friendly Pension States

Posted on Oct 3rd, 2011 - By ashleys - 2 Comments

Staying one step ahead of Uncle Sam is extremely important for retirees living on pension benefits. Tax implications on pensions vary depending on…

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Florida Retirement Real Estate Rebound

Florida Retirement Real Estate Rebound

Posted on Jan 31st, 2014 - By Nate Rudolph - 0 Comments

Autumn might be in the air in some parts of the country but it still feels like summer in Florida. That’s especially the way it feels in…

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The Importance of Preparing for Long Term Care

Posted on Jan 12th, 2012 - By David Heck - 1 Comment

Will your health affect your wealth? Most people see themselves living a long life, investing and planning throughout their working years to…

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Top 10 Myths About Retirement

Posted on Jan 11th, 2011 - By jcullinane - 1 Comment

“The times they are a-changin'.” I'm pretty sure Bob Dylan wasn't talking about retirement when he sang these famous words, but he sure could…

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Buying a Second Home in the U.S.: What Foreign Nationals Need to Know

Posted on May 8th, 2008 - By David Heck - 4 Comments

The credit crunch, glut of homes on the U.S. market and sellers' eagerness to deal has created some fantastic opportunities for foreign nationals…

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