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Money Matters – Year End Tax Planning: Dividends And Capital Gains
BOSTON (CBS) – Dividends are a way a corporation shares its profits with its shareholders. They are still taxed at 15% for this year and are scheduled to return to pre 2001 levels for next year. And...
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Economic Outlook For 2011
BOSTON (CBS) — Sure, winning nearly a quarter of a billion dollars in Mega Millions drawing would be nice. But if your financial plans for 2011 don’t go beyond that, you might want to rethink things....
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Money Matters – Mutual Funds: Building A Portfolio
BOSTON (CBS) – Let’s start the New Year with a look at your portfolio. And if you don’t have a portfolio it’s time to learn about investing in mutual funds. [Audio...
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Money Matters – Mutual Funds: Picking The Right Funds
BOSTON (CBS) – With thousands of mutual funds to choose from, you need a disciplined process to whittle down the number to something that is manageable. This process will work if you are just choosing...
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Money Matters – Mutual Funds: Benchmarks
BOSTON (CBS) – A benchmark is a standard used for comparison. And when investing you need to be able to compare your results with a standard in order to evaluate your portfolio. Most mutual funds are...
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Money Matters – Mutual Funds: Your Statement
BOSTON (CBS) – Your mutual fund company sends out an annual statement the end of January. In addition, you should be receiving your 4th quarter report for 2010 next week. [Audio...
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Money Matters – Spring Cleaning: What Should You Keep, How Long, And Where
BOSTON (CBS) – Most of us keep too much of the paper that comes into our homes. Common sense should prevail about what to keep and how long. A warranty for a clock radio that is 10 years old is really...
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Money Matters – Couples & Money: Yours? Mine? Ours?
BOSTON (CBS) – According to research by Utah State University, married couples that frequently fight over money are more likely to split up. Even when compared to frequent fights over other issues—such...
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Money Matters – The Other New Year: Cleaning Up Your Retirement Plans
BOSTON (CBS) – How many IRAs do you have? How many retirement plans? Have you changed jobs often and just left your money with your former employers? Cleaning Up Your Retirement Plans So often I hear...
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Year End Tax Planning: Dividends And Capital Gains
BOSTON (CBS) – Dividends are a way a corporation shares its profits with its shareholders. Dividends are still taxed at 15% for this year and next after being extended last December through The Tax...
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Last Week Of The Year: Making Your Life Simple
BOSTON (CBS) – Experts say we spend 40 hours a year looking for the important stuff we put away in safe places. We just can’t remember which safe place we put it in! Making Your Life Simple Our lives...
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Mutual Funds: When To Sell
BOSTON (CBS) – Do you have a sell strategy as well as a buy strategy for your mutual funds? When To Sell If you are like most investors, you do not. Many people buy mutual funds on a whim. I am...
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Mutual Funds: Your Statement
BOSTON (CBS) – Your mutual fund company sends out an annual statement the end of January. In addition, you should be receiving your 4th quarter report for 2011 next week. Unless you have opted out you...
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Questions From Listeners: Aggressive Investing
BOSTON (CBS) – Question: I just got my annual statement from my mutual fund company. They had a pie chart showing me what I am invested in. It’s 100% stock. My wife thinks I am too aggressive. What do...
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Tax Season: Getting Started
BOSTON (CBS) – For most people the tax information has begun piling up on the kitchen counter. Many financial institutions have asked for an extension so some of your 1099s may not have arrived yet. So...
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Tax Season: Taxes On Your Investments
BOSTON (CBS) – Capital Gains: This is the kind of income that Mitt Romney’s portfolio produces. This is the money you make if there was a profit when you sell an investment! Taxes On Your Investments...
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Dumb And Dumber Money Moves: More Dumb Moves
BOSTON (CBS) – In doing research on Dumb Money Moves I found a great list in a CNN article: More Dumb Moves Putting All Your Eggs In Company Stock If the business falters, your retirement plan could...
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Spring Cleaning: What Should You Keep, How Long, And Where?
BOSTON (CBS) – Most of us keep too much of the paper that comes into our homes. Common sense should prevail about what to keep and how long. A warranty for a clock radio that is 10-years old is really...
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IRAs: Rollover IRAs
BOSTON (CBS) – A rollover IRA is when you transfer money from a retirement account into an IRA. It is not getting your dog to do a trick. Rollover IRAs Rollover IRAs are set up to receive distributions...
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When It Comes To Love, Marriage, And Divorce…Money Matters
BOSTON (CBS) – Fighting about money is a better predictor of a future divorce, according to research by Utah State University. Married couples that frequently fight over money are more likely to split...
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