Featured Article

Unforeseen Consequences of the Roth IRA Conversion

This is another guest post from JoeTaxpayer.  On my blog, I’ve shared several articles that discussed the Roth IRA conversion event of 2010 in great length and detail.  While this is can be a great opportunity for many, there are several instances that a conversion does not.  I looked to JoeTaxpayer to share some pros [...]

How To Get Health Insurance When You are Self Employed

February 25, 2010 Business Owner
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The jump from W-2 employee to self-employed is one that many don’t dare cross.  There are many risks and challenges as a business owner and at top of the list is having to provide your own health insurance coverage.  I was fortunate (somewhat) in that when I started my investment firm, my parent company LPL [...]

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Investing for Volatility

February 24, 2010 Market Update
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On Friday, the S&P 500 was up 5% from its low for the year on February 8. From January 19 to February 8, the index fell about 8%. Since then, it has recovered more than half of the losses and is now essentially unchanged for the year. The volatility and classic 5-10% pullback we have [...]

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How Identity Theft Destroys Your Credit Score

February 23, 2010 Credit Cards
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This is a guest post by Carrie Davis who is a personal finance blogger at SpendOnLife.com.
Some cases of identity theft are pretty minor. Maybe you notice a couple transactions you didn’t make on your credit card statement, and a quick call to your bank about the fraud resolves the issue. But other forms of [...]

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What To Bring to a Tax Accountant To File Your Taxes

February 22, 2010 Tax Planning
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Tax time is here again and this is the year that you don’t wait till the last minute to file your taxes, right?…..Right? Remember what happens when you don’t file your taxes or file late?  If it has become a burdensome chore trying to file your own taxes, it might be time to hire a [...]

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How to File Taxes with Your 1099’s

February 18, 2010 Tax Planning
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Tax time is coming!  Now is the time of the year when you start getting all your tax documents in order and either start calling your accountant or fire up Turbo Tax to get it done before the deadline.   One of the most common tax documents that everyone receives is the 1099.  Most everyone has [...]

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White House Punts on Fannie and Freddie

February 18, 2010 Bond Commentary
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Earlier this month, the White House played the role of a NFL punter and punted the issue of what to do with Fannie Mae and Freddie Mac far downfield. In fact, maybe the next fi eld over. Bond investors had eagerly awaited details regarding the future of Fannie Mae and Freddie Mac, which together, stand [...]

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Missed Tax Deadline? File an Extension

February 16, 2010 Tax Planning
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This is a guest post by JoeTaxpayer. With the tax deadline quickly approaching, I asked Joe to share the steps and reasoning that one would need to file an extension.  As a reminder, here’s what happens when you file your tax return late or not at all.
You’ve just been busy, I know, me too. Your [...]

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Warning Signs You Need to Fire Your Financial Advisor

February 15, 2010 Financial Planning
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You’ve been working with a financial advisor for some time now, but now you’re starting to have doubts that you hired the right person for the job (Hopefully, you did a background check on them first).  Is that financial planner more interested in helping you achieve your financial dream or just trying to sell you [...]

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How to Keep Your Computer Files Safe and Sound

February 11, 2010 Dollars and Cents
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This is a guest post by Paul from the Fiscal Geek.
It’s a story you’ve heard a million times before. You’re sitting in Economics 101 and you look out across campus to see thousands of invading forces parachuting onto the football field. You grab your laptop and jump into your buddies pickup truck to head to [...]

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The Greek Affair

February 11, 2010 Market Update
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Concerns over Greek, and more recently, Portuguese government bonds once again dominated bond market headlines and led to underperformance of Investment-Grade Corporate, High-Yield, and Emerging Market Bonds. More broadly, worries of rising budget deficits among the peripheral European countries of Greece, Portugal, Spain, Ireland, and Italy led to additional fl ight-to-safety buying of US Treasuries [...]

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Staging a Comeback?

February 9, 2010 Market Update
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The stock market, as measured by the S&P 500, was down about 1% last week bringing the losses since January 19 to about 7%. This may feel like one long slide in the stock market since the recent peak on January 19th, but it isn’t. It is actually three. We can see this by breaking [...]

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7 Questions with Pat Flynn from Smart Passive Income

February 9, 2010 Entrepreneurship
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Let me tell you a secret: I love internet marketing.   The whole concept fascinates  me and as I’ve seen my blog grow exponentially, it fascinates me more and more.  What is even more captivating is when you read a story of someone that took being laid off from what was supposed to be his dream [...]

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Do You Need a Disability Income Insurance Policy?

February 8, 2010 Insurance Planning
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In my earlier working years, I wasn’t complete sold on disability income insurance.  I had good health insurance coverage, what I considered  a good portion of term life insurance coverage, and felt that I was pretty well set.  Luckily, my current firm, LPL Financial, had an awesome arrangement with a disability insurance company and I [...]

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