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Cross Train Your Spouse

Today’s topic we have covered before. However, it is a situation in which couples often find themselves, to their detriment. I have come across couples in this unfortunate circumstance many times recently. So I have decided to go over this …

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Tax Increases Likely in 2013

Tax rates are near historic lows. However, these rates are only the “temporary” Bush tax cuts that were implemented in 2001 and are scheduled to expire January 1, 2013. There is currently a stalemate in Washington over what to do. …

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Real Estate in Your IRA

I haven’t discussed IRA real estate investments in a while. I have received a number of inquiries regarding these investments within the last few months. So, I have decided to revisit this topic and update the information for you. With …

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Elder Financial Abuse Is Not Always So Obvious

There has been an epidemic of elder financial abuse in our country. It is reported that the number of known cases of financial exploitation of the elderly in Michigan has quadrupled in the last decade. According to law enforcement officials, …

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Lump Sum Pension Payments

You are a retiree receiving a monthly pension. Your former employer has offered you a large sum of money to take instead of your monthly pension. It sure looks tempting. What should you do? Paying out monthly pensions as lump-sums …

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Dresser Drawer Deeds

“I don’t have to worry about probate because I have a quit claim deed.” You have probably heard this statement from family or friends or have said it yourself. You may attempt to do your own mini estate plan by …

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