November 6, 2009
By:Dan Deighan, CLU, CFC
Investors should consider obtaining a qualified second opinion when concerned about "bleeding" of portfolio values due to market losses.
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September 18, 2009
By:Joshua Barnard, ChFC
A general rule when deciding between paying down debt or savings is to estimate the difference between the interest rate of the debt and potential return on investment.
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September 18, 2009
By:Joshua Barnard, ChFC
I have an adjustable-rate mortgage that I've had no problem paying, but it's about to go up in a few months and I'm afraid it'll be too expensive. What can I do?
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August 7, 2009
By:David J. Schiller, JD
Although I filed my 2008 return, the IRS subtracted the $8,000 first-time homebuyer credit and sent me a letter requesting additional information. Does the credit still exist?
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July 24, 2009
By:Dan Deighan, CLU, CFC
With the housing and stock market so volatile, is now the time to invest in real estate? Also, how can I include real estate in my retirement plan?
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July 10, 2009
By:Lawrence B. Keller, CFP, CLU, ChFC
I refinanced my principal home mortgage last year and paid points. What are points, and can I deduct them on my tax return?
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June 19, 2009
By:Dan Danford, MBA, CFP, CRSP
Truly, this is a buyer's market--maybe the best of our lives. Several trends suggest that these are ideal circumstances for potential home buyers.
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June 19, 2009
By:Mike Merrill, ChFC, Todd D. Bramson, CFP
I'm joining a practice later this summer with a starting salary of $180,000. How much house can I purchase without the fear of becoming "house poor"?
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