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Financial Planning Tip of the Month

Monthly Financial
Planning Archive


December 2000 Financial ability is spelled A.B.I.L.ity
A.(accountant) B.(banker) I.(insurance agent) L.(lawyer) ity. Trust the ability of these professionals to assist you with everyday business and financial transactions. (more)
November 2000 Children should consider investing in an IRA
One of the greatest benefits of an IRA is the tax-free accumulation of the invested funds. (more)
October 2000 Do some essential planning for your well-being
September 2000 Illegal trusts can land you in trouble with the IRS
August 2000 Watch out for the insurance "twister"
July 2000 A July 31 deadline could be important to you
June 2000 Even high-earners can suffer from excess debt
May 2000 Invest your tax refund
April 2000 Earnings limits repealed for social security recipients
March 2000 Learn to recognize and avoid investment scams
February 2000 Children can benefit from IRAs too.
January 2000 Make big money by paying early.

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