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Contributions

Benefits, Medicare, Medicaid

Is Social Security Doomed?

Nope! But there is trouble brewing and of course it makes for great headlines.

WBZ NewsRadio 1030–03/25/2014

Savings

It’s America Saves Week!

Today starts a national campaign for Americans to save more money.

WBZ NewsRadio 1030–02/24/2014

Receipts

Tax Deductions And Credits

It’s time to dig out those receipts for last year’s charitable contributions.

WBZ NewsRadio 1030–02/12/2014

Golf, Senior Tour, Green, Sand Trap

The Millionaire Club: Sixty-Something

The mother of all birthdays has come and gone and the first of the Boomers are now getting senior discounts when they go to the movies.

WBZ NewsRadio 1030–11/01/2013

Banks, 100 Dollar Bills, Cash, generic, withdrawal, Counting Money

Your Over The Hill Retirement Plan Bonus

Workers over 50 can contribute an extra $5,500 this year to their 401(k), 403(b), 457.

WBZ NewsRadio 1030–10/23/2013

Checks, Money, Payment, Loans

Mid-Year Tax Planning For Your Retirement Accounts

Mid-year is a good time to take stock of your retirement accounts.

WBZ NewsRadio 1030–07/24/2013

Retirees, Senior Discounts

99 Great Ways To Save From The AARP Bulletin

For the record, I am a card carrying member of AARP and I do read their publications.

WBZ NewsRadio 1030–07/15/2013

Income Taxes, 1040, Tax Scams

The Facts About Roth IRAs

Roth IRAs have some interesting features that the traditional IRA does not.

WBZ NewsRadio 1030–05/17/2013

cash, money, 100 dollar bills

How To Use Your Retirement Plans To Lower Taxable Income

Looking for a tax shelter? The best way to beat taxes is by investing in your retirement plan.

WBZ NewsRadio 1030–02/20/2013

wallet, financial, spending, cash, buying, paying bills

Tax Deductions And Credits You Can Take Advantage Of

If you don’t have a receipt and you are audited, the IRS will disallow your contributions.

WBZ NewsRadio 1030–02/13/2013

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