Newsletter Library

Document Name Description
Election Year Tax Talk: Deciphering the Terminology (Mar)
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Business Owner Succession Planning (Mar)
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Seniors Are Often Targets of Scams (Mar)
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Can I provide annuity payments to my heirs after I die? (Mar)
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Keeping Market Volatility in Perspective (Feb)
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Retirement Plan and IRA Limits for 2012 (Feb)
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2011 Tax Season Considerations (Feb)
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With mortgage rates so low, does it make sense to refinance? (Feb)
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Making Financial Resolutions? Look Back at Last Year (Jan)
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Debt Payoff Strategies (Jan)
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Q & A on Filing the Federal Financial Aid Application (Jan)
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Is a stop limit the same as a stop order? (Jan)
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Qualified Charitable Distributions Qualify for RMDs (Dec)
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How Much Do You Know about Social Security? (Dec)
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Gift Tax Strategies (Dec)
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Will my broker calculate my cost basis for DRP stocks? (Dec)
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Five Year-End Tax Planning Considerations (Nov)
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Long-Term Care Planning Is Important for Women (Nov)
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Can You Get to a Million Dollars? (Nov)
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Does the federal financial aid formula count all parental assets? (Nov
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Year-End Investing Planning: The Clock Is Ticking (Oct)
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Making Benefit Decisions during Open Enrollment (Oct)
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Factoring Health-Care Costs into Retirement Planning (Oct)
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I'm retiring to a state with no income tax. Can my former state tax my
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Life without Life Insurance (Sep)
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Do You Need Flood or Earthquake Insurance? (Sep)
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Could You Handle a Financial Windfall? (Sep)
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What happens to my online accounts when I die? (Sep)
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Talking to Your Child about College Expectations (Aug)
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Medicare and Medicaid: Do You Know the Difference? (Aug)
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All about Indices (Aug)
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I'm buying a laptop online--will I have to pay sales tax? (Aug)
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Crisis Investing: Keeping Your Head (Jul)
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Tax Advantages of Homeownership (Jul)
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Getting an Early Start on Saving for Retirement (Jul)
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Am I eligible for a veteran's pension? (Jul)
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Mid-Year Tax Considerations (Jun)
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Life Insurance Policy Loans: Tax and Other Implications (Jun)
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Deciphering Health Savings Vehicles (Jun)
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What is a funeral trust? (Jun)
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Inflation or Deflation: Watching for Warning Signs (May)
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Don't Be Nickeled-and-Dimed by Account Fees (May)
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Estate Tax Exemption Is Portable (for Now) (May)
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Can I make charitable contributions from my IRA? (May)
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401(k) In-Plan Roth Conversions (Apr)
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Rising Interest Rates: The Downside of Economic Recovery (Apr)
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A/B and A/B/C Trusts (Apr)
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What health-care changes become effective in 2011? (Apr)
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Saving for Retirement and a Child's Education (Mar)
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Social Security Survivor's Benefits (Mar)
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Charitable Giving (Mar)
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I won $2,000 on a slot machine... (Mar)
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1040 Tax Tips (Feb)
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Are We in a Bond Bubble? (Feb)
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Retirement Plan and IRA Limits for 2011 (Feb)
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Understanding the math of recovering from losses (Feb)
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Five Hot Topics in 2011 (Jan)
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Estate Tax Update (Jan)
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New Adoption Assistance Opportunities (Jan)
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Is buying a condo for my college student a good idea? (Jan)
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Financial Tips for Twenty-Somethings (Dec)
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Cash-In Refinancing: Can You Benefit? (Dec)
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Fixed Annuities vs. CDs: Is One Better Than the Other? (Dec)
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Can I roll over my 401(k) plan distribution to a Roth IRA? (Dec)
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Estate Tax Update--Inheriting Property in 2010 (Nov)
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Eight Financial Aid Myths (Nov)
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What You Can Learn from a Mutual Fund Prospectus (Nov)
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Does homeowners insurance cover personal liability? (Nov)
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Medicare Annual Enrollment Season Is Here (Oct)
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They're Baaack: RMDs for 2010 (Oct)
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Year-End Investment Planning Is More Challenging in 2010 (Oct)
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What does a stronger dollar mean for my portfolio? (Oct)
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Investing in Green Technology (Sep)
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In-Service Withdrawals from 401(k) Plans (Sep)
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Transferring Your Family Business to Your Children (Sep)
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Will the new health-care law affect my Medicare drug plan? (Sep)
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What You Should Know about Trusteed IRAs (Aug)
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Ways to Trim College Costs (Aug)
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Avoiding Probate: Is It Worth It? (Aug)
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What is a rewards program? (Aug)
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Will You See Higher Tax Rates in 2011? (Jul)
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Social Security: File-and-Suspend for Higher Benefits (Jul)
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Using Yield to Evaluate Stocks and Bonds (Jul)
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My child got a scholarship for college. Is it taxable? (Jul)
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What You Should Know about Inherited IRAs (Jun)
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Student Loan Repayment Options (Jun)
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Rolling GRATs Are Rockin' (Jun)
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How have stocks performed after a recession? (Jun)
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A Mid-Year Financial Review: More Time to Plan (May)
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Evaluating Risk in Your Portfolio (May)
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How Much Life Insurance is Enough? (May)
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I started a business that lost money this year. Do I have NOL? (May)
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The Sandwich Generation: the Pickle in the Middle (Apr)
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Understanding Mutual Fund Expense Ratios (Apr)
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Tax Benefits of Conservation Easements (Apr)
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Can I buy gold and silver in my IRA? (Apr)
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The First-Time Homebuyer Tax Credit (Mar)
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529 College Savings Plans vs. Roth IRAs (Mar)
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10 Financial Terms Everyone Should Know (Mar)
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How do I unwind my QPRT? (Mar)
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How to Double the Power of Your Tax Refund (Feb)
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College Debt: How Much Is Too Much? (Feb)
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Special Needs Trusts (Feb)
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What's an exchange-traded fund? (Feb)
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Four Money Mistakes You Can Learn From (Jan)
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ARMed and Dangerous? (Jan)
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Hardship Withdrawals from 401(k) Plans (Jan)
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What can affect the cost of homeowners insurance? (Jan)
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2009 Legislation in Review (Dec)
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Retirement: Does Your Withdrawal Strategy Need a Second Look? (Dec)
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Retirement Issues to Watch in 2010 (Dec)
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What is job-loss insurance? (Dec)
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Time to Consider Year-End Investment Moves (Nov)
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What to Do When Layoffs Loom (Nov)
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2009 Year-End Tax Planning Considerations (Nov)
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What is a Build America Bond (BAB)? (Nov)
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Protecting Yourself from Investment Scamsters (Oct)
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Finding the Right Financial Professional (Oct)
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Health Insurance Options After a Job Loss (Oct)
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Should I lay off employees from my small business? (Oct)
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Is "Buy and Hold" Dead? (Sep)
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Roth IRA Conversions in 2010: Goodbye, Income Limits! (Sep)
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Homeward Bound: Investing in the American Dream (Sep)
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What health insurance options do college students have? (Sep)
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Social Security: What Does the Future Hold? (Aug)
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More Drops in the Higher Education Bucket (Aug)
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Getting to Yes Despite Investing Differences (Aug)
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Can creditors reach my 401(k) plan account? (Aug)
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Changing Jobs? Take Your 401(k) and … Roll It! (Jul)
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Refinancing Your Mortgage: Is It Worthwhile? (Jul)
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Estate Planning Opportunities in a Down Market (Jul)
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How can I diversify in a difficult market? (Jul)
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Social Security: Late Retirement Boosts Benefits (Jun)
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Estate Planning for a Second Marriage (Jun)
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Going to Graduate School: Ways to Pay (Jun)
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What tax credits are available for making homes more energy efficient?
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A Small Business Plan for Uncertain Times (May)
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Investing in a Low Interest Rate Environment (May)
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Charitably Inclined? The Income Tax Benefits of Giving (May)
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Can I open a 529 account in anticipation of my future grandchild? (May
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Writing Off Worthless Securities on Your Taxes (Apr)
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IRAs and 401(k) Plans: Four Strategies in a Declining Market (Apr)
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Longevity Insurance (Apr)
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Is it possible to accidentally disinherit my heirs? (Apr)
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Will the Estate Tax Stay Repealed for 2010? (Mar)
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2008 Tax Filing Season: New and Noteworthy (Mar)
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What You Don't Know Can Hurt You (Mar)
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How much of your company's stock should you hold? (Mar)
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Tax-Friendly States for Retirees (Feb)
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Retirement Plan and IRA Limits for 2009 (Feb)
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College Costs: Increases and Trends (Feb)
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How can I insure an engagement ring? (Feb)
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The Higher Education Opportunity Act (Jan)
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Federal Protection for Bank Deposits (Jan)
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Rethinking Your Retirement Game Plan (Jan)
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Is my brokerage account protected? (Jan)
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Exceptions to the Early Distribution Penalty (Dec)
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Immediate Annuities Offer a Source of Lifetime Income (Dec)
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As 2009 Dawns, Is There Hope on the Horizon? (Dec)
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Can I get an estimate of my child's financial aid eligibility? (Dec)
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Time to Consider Year-End Investment Moves (Nov)
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Don't Let a Natural Disaster Demolish Your Finances (Nov)
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Ten Gifting Traps You Should Avoid (Nov)
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I have a home office--can I still exclude gain when I sell my home? (N
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Five Ideas for Staying Sane in a Crazy Market (Oct)
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Should You Roll Your 401(k) Money Over to an IRA? (Oct)
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Buying a Home in Foreclosure (Oct)
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Should my child apply to college early decision? (Oct)
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