Monthly Archives: June 2016

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Retirement Planning: Stop Taking Deductions and Start Doing This

It isn’t what you make. It’s what you keep that matters. A penny saved is a government oversight, but the individual who understands the tax code the best keeps the most money. And your CPA probably isn’t that person. Accountants are not trained to help you figure out which deductions apply to your situation. At […]

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Your Disappearing 401(k) Retirement Fund

The Curious Case Of Your Disappearing 401(k) Retirement Fund… (And The 5-Word Solution To Make It “Re-appear”) The year was 2008 and for most people, who relied on their 401(k) as a source of their retirement nest egg, it was a terrible year. Many people lost 30, 50, even 70% of their funds in one […]

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How to Build a Recession-Proof Financial Fortress

Tom Daniels was an average middle-class American in the 90s. He worked for a Fortune 100 computer company that offered a traditional pension program. He knew that a pension alone wasn’t going to help him reach his retirement goals. So when the company announced a new 401(k) program, Tom enrolled. For several years, his 401(k) grew […]

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3 Things Ultra-Wealthy People Do Differently

Think like the rich… earn like the rich. Here are 3 things the ultra-affluent do differently, which anyone can use to flex their money making muscle. Ultra-Wealth Factor #1: They accept 100% responsibility for their financial results. Wealth comes to those who are committed to success while others just sit around wishing and hoping for […]

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