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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Lease Interest
What's the interest rate on the lease you're considering?
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
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Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.
Retirement Countdown in a Down Market
The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.
Most Recoveries Are Announced Months After They Begin
Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.
Hot Topic: 2010: The Year of the Roth Conversion?
Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.
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