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Financial Planning

Pursue Tax-Advantaged Income with Municipal Bonds

March 18, 2010
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When it comes to bond yields, sometimes less is more. While municipal bonds, or “munis,” usually have a stated yield several percentage points below those on comparable corporate or government bonds, the interest paid on municipal issues is generally exempt from federal and, in some cases, state and local taxes. For that reason, a municipal…

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How Much of a Mortgage Can You Afford?

March 17, 2010
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A mortgage is one element of total household expenses, such as taxes and heating costs, which are likely to increase over time. It’s important to consider increases in household expenses in addition to your mortgage payment. For many households, it’s important to arrive at a monthly mortgage payment that is affordable without financial strain. When…

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Annuities and Insurance: Filling the Cracks in Your Financial Plan

February 19, 2010
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If you’re contributing to an employer-sponsored retirement plan on a regular basis, be sure to congratulate yourself! You are already taking an important step toward addressing what may be the biggest financial challenge you will ever face. And if you are setting aside money for the college education of a child or grandchild, you deserve…

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