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Bonds

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

The Taxes On Your Investments

Investments that you hold for less than a year and then sell are considered short term investments and are taxed as ordinary income.

WBZ NewsRadio 1030–2013/02/15

Papers, Folders

Review Your Mutual Fund Annual Statement

Mutual fund companies send out annual statements the end of January. My strong recommendation here is to take the time to review them.

WBZ NewsRadio 1030–2013/01/18

New York Stock Exchange, Stocks, Bonds, Dividends

When To Sell Your Mutual Funds

The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.

WBZ NewsRadio 1030–2013/01/17

(credit: iStockphoto)

Mutual Funds And Your Portfolio

To reach your financial goals of a comfortable retirement you will be investing in the stock market.

WBZ NewsRadio 1030–2013/01/14

Dow Jones industrial average, investments, bonds, New York Stock Exchange

Don’t Make These Mistakes With Your Retirement Plans

It’s easy to ask others what they’re doing for retirement savings and just follow their plan, but one plan does not fit all.

WBZ NewsRadio 1030–2012/09/27

New York Stock Exchange, Stocks, Bonds, Dividends

Keep Track Of Your Asset Allocations

As you get closer to reaching your goals, your time horizon changes and that in turn should trigger a change in your asset allocation.

WBZ NewsRadio 1030–2012/09/20

Papers, Documents, Filing

Where Is Your Important Stuff?

Planning for a catastrophe means you will need to be organized.

WBZ NewsRadio 1030–2012/08/31

(Photo by Joe Raedle/Getty Images)

Financial Goals For Newlyweds

Let’s start the week where most of us begin, being a newlywed couple.

WBZ NewsRadio 1030–2012/06/25

finances, money, credit, bills

Will You Have Enough Money To Last Through Retirement?

In order to retire comfortably, you have to do some planning.

WBZ NewsRadio 1030–2012/06/20

Photo Credit: cobwebs.us

Small Business Week: Getting Started

Small businesses contribute much to our economy.

WBZ NewsRadio 1030–2012/05/21

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