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Archive for April, 2012

April 28, 2012 – Tax Tips, Small Business Retirement Plans, GDP, Social Security and Market Commentary

By on April 28, 2012 in Radio Show with 0 Comments

Host, Chris Boyd, CFP®, speaks with show regular, Herb Montgomery, CFP®. Herb shares some tips for listeners of observations of common tax and financial planning missteps he observed during tax preparation season. Also covered in the first segment is a review of retirement plans small business employers may want to consider (i.e., SEP-IRA, Simple IRA, […]

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529 College Savings Plans

Some basics about 529 College savings plans.

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April 8, 2012 – Markets, Divorce and Entrepreneurship

By on April 8, 2012 in Radio Show with 0 Comments

Host Chris Boyd updates us on the Market, Attorney Susan Huettner talks Taxes and Divorce and Nicole Spencer of Mashpee Madness tells us how her passion led to a new business.

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Seniors Are Often Targets of Scams

By on April 1, 2012 in Newsletter Articles, Seniors with 0 Comments

Anyone can fall victim to a financial scam, but seniors tend to be particularly popular targets. Frequently, fraud perpetrated against seniors is not reported until long after the scam has occurred, usually because victims don’t realize they have been scammed or know where to report the scam, or because victims are too embarrassed to admit […]

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Election Year Tax Talk: Deciphering the Terminology

Election Year Tax Talk: Deciphering the Terminology

This year’s election chatter is sure to include a healthy dose of tax talk. To keep up, here are five terms you should know. The “Bush tax cuts”

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My office has gone paperless. How do I go paperless at home?

My office has gone paperless. How do I go paperless at home?

Since the start of the computer age, business offices have been going paperless because it saves time, space, and money; it’s easier to stay organized; and there’s less impact on the environment. So, how can you go paperless at home? Here are some tips.

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What is an e-closing?

What is an e-closing?

An “e-closing” refers to a real estate closing process where the parties to the transaction (e.g., sellers, buyers, brokers, and attorneys) can access closing documents online so that they can be reviewed and electronically signed prior to the actual closing date. And, instead of receiving a huge stack of papers, the parties get copies of […]

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Non-Equity Alternatives to Rock-Bottom Yields

Some alternatives to equities- corporate bonds,bank loans, Master Limited Partnerships (MLPs).

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Business Owner Succession Planning

What to consider about business owner succesion planning.

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Four Money Mistakes You Might Be Making

Four Money Mistakes You Might Be Making

Four basic money mistakes- jumping on the bandwagon, only saving what is left over, no emergency fund, not asking for help.

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