Category Archive for: ‘Financial Planning’

2013 Taxes: Don't Overlook These Great deductions

2013 Taxes: Don’t Overlook These Great deductions

Author by Raj Vora Since most individual taxpayers are in the process of compiling their tax returns in the coming days, below are some tax deductions/credits, though often overlooked, taxpayers are eligible for and should be considered. The following list may help taxpayers save on their taxes and increase their cash flow. Mortgage refinancing points: a taxpayer may be able …

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So You Think You Will Spend Less in Retirement?

So You Think You Will Spend Less in Retirement? – Shahid Barry

Author by Shahid Barry People approaching retirement are likely to think they will spend less when they hang up their hats, but the reality might be a lot different than that according to researchers at Bern stein Global Wealth Management. In Daniel B. Eagan’s opinion, the idea that you will spend less in retirement might be the biggest misconception there …

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Social Security Benefits - MUCH MORE THAN JUST RETIREMENT

Social Security Benefits – MUCH MORE THAN JUST RETIREMENT

By Devina Mistry, Esq. of Lieberman & Zagoria, P.A., Miami, Florida South Asians play a great role in American society. We are successful engineers, lawyers, doctors, and other professionals. But we are better known for our entrepreneurial spirit and for being big business owners. If you ask a South Asian what they do for a living, most say they are …

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Money to my home

Money to my home

A recently released data by the World Bank officially records that remittance flowing back to developing countries from the bank accounts of their migrants was equal to a sum of $338 billion in the year 2008. What’s interesting here is that out of this huge sum, more than $50 billion was the contribution of Non Resident Indians only. Ten on …

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Are you Ready for Retirement?

Are You Ready for Retirement?

I dream about my retirement all the time. True / False  I know exactly what I want to do when I retire. True / False  I will not mind being confined to my home with a broken foot, with no Internet, Blackberry or any other way to connect to my work available. True / False  I have interests outside of …

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Planning for Retirement

Planning for Retirement

My search for a happy, fulfilling and productive retirement By Dr. Dinesh O. Shah Several of my friends encouraged me to write this brief article in the hopes that my retirement story may inspire others in their retirement years! BEFORE RETIREMENT In the middle of 2007, I retired as a professor after 37 years of teaching and research at the …

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It's Your Money

It’s Your Money

Planning Investments for Tax Advantages (1) Reducing the amount of taxable income (2) Reducing the tax rate (3) Controlling the time when the tax must be paid (4) Claiming any available tax credit Tax-Favored Investments: Capital gains and qualified dividends are taxed at lower rates. Tax Avoidance: Tax avoidance is the legal planning of transactions to take full advantage of …

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Facing the Global Financial Crisis

Facing the Global Financial Crisis

The global financial crisis we face today provides a his torically unique opportunity, an opening, to tap into the power of the hidden source within each of us. When you react to crisis, your door to the mysterious source of power, inner strength, and endurance closes down. Learn how to respond, and you will perceive the tremendous potential hidden behind …

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What it Means to be an Executor

What it Means to be an Executor

Imagine this … you’ve been nominated as the executor of your best friend’s will. You feel honored and at the same time begin to worry about what this means and how do you uphold the responsibilities of your potential future duties. In legal terms, an executor is responsible for settling a deceased person’s estate. In other words, you need to …

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Year-end Tax Tips in an Uncertain Economy

Year-end Tax Tips in an Uncertain Economy

The decline in economic activity has many of our clients seeking advice on how to recover from their investment losses. There are some strategies that may help to reduce your tax liability and give you peace of mind. Unemployment: If you are unemployed, here are some suggestions to generate more cash: you can try liquidating some assets; borrow from a …

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