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2014 Tax Changes You Should Know – April 2015

One of the things that makes doing your taxes so frustrating is the fact that every year, without fail, there seems to be a mountain of changes to the tax code. Some of these changes may help, such as when new deductions are introduced, others can work against you,...

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What Pre-Retirees Need to Know about Taxes – March 2015

When was the last time you met someone who actually looked forward to tax season? If the answer is, “Never,” don’t worry—you’re not alone. Tax time is both stressful and confusing for everyone. To make it a little bit easier this year, here are a few things you should...

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Tip# 5: Thing about your Goals.

When planning for retirement you need to consider your goals at every stage of planning, and at every age. Instead of retiring all at once, you should consider retiring in phases. This would make the whole journey easier and smoother for you. The closer you get to retiring the more often you should check your goals, and ensure that you are going to have enough money to retire comfortably. Retirement doesn’t have to be scary. Retirement is fun and enjoyable when you plan for it financially.

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Tip# 13: Plan Review.

Your life is constantly changing and the same can be said for your financial needs. Make sure that your investment plan is still on track to help you reach your financial objectives. The general rule of thumb is every two years, go back to that plan and check to see that it still works for you. Ideally, your budget will shrink as you get older. Examine your goals and significant life events that may have occurred and adjust your plan if necessary. If you continue to live a budget-conscious lifestyle after retirement, you should find that you enjoy approximately the same quality of life without spending as much money.

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