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Think Twice About Direct Real Estate Investing
(Main Content/blog)
Many of my clients are interested in investing in rental real estate. They see it as a reliable source of retirement income and believe it may be a good alternative to historically low CD and annuity rates, ...
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Should You Turn to Stocks for Income?
(Main Content/blog)
One of the most dependable places for investors to find income has traditionally been investment-grade corporate bonds—think the bonds of such blue-chip companies as AT&T, Kellogg or Eli Lilly. But ...
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Finding Yield in a Low-Yield Environment
(Main Content/blog)
Not that long ago, retirees and others who needed adequate, reliable income knew they could get it by simply investing in bank CDs, Treasury bonds and other high-grade bonds. But with interest rates ...
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Health Care Reform - The Next Three Years
(Main Content/blog)
... can’t cost a worker more than 9.5% of his or her household income. If firms with 50 or more employees can’t meet this test, they will pay a penalty of $2,000-3,000 per employee. (Some companies may elect ...
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Bills
(Main Content/widow steps)
Bills will help us set up a short-term plan to avoid delinquencies. They also allow us to help project an income plan that is customized to meet your needs. ...
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Retirement Statements
(Main Content/widow steps)
These include IRAs, 401(k)s, 457s,403(b)s, pension statements, TSPs, ESOPs, etc. These documents allow us to help build a financial statement to assess where you are now, and build a preliminary income ...
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Bank Statements
(Main Content/widow steps)
Your bank statements (checking, savings, and CDs) help us identify potential creditors, current debts, and current income sources. They help us have an up-to-date picture of your finances and to plan for ...
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Bills
(Main Content/guidelines)
Bills will help us set up a short term plan to make sure the proper people are paid in a timely fashion. It also allows me to help project an income plan that is customized to meet your needs. ...
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Retirement Statements
(Main Content/guidelines)
These include IRAs, 401ks, 457s,403bs, pension statements, TSPs, ESOPs, etc. These documents allow me to help build a financial statement to assess where you are now, and build a preliminary income assessment ...
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Brokerage Statements
(Main Content/guidelines)
... me build a income plan for the future. ...