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  1. Be Sure to Understand Your Medicare Rules

    The Social Security Administration's Doug Nguyen and Andrew Salata clarify misconceived Medicare rules, including premiums, enrollment dates, differences from Social Security, and more.

  2. Conditions Ripe for More Market Turbulence

    After a period of relative calm, the Italian elections and fight over the sequester underscore some of the structural problems facing the global economy; investors should be prepared for volatility, says Morningstar's Jeremy Glaser.

  3. How to Spot Con Men Before They Spot You

    Doug Shadel of the AARP provides a detailed outline of common scams and tactics con men use, reasons investors fall for them, and tips so that you don't become a victim of financial fraud yourself.

  4. Despite Recent Compromise, No Long-Term Tax Certainty

    Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.

  1. Financial Planning for Athletes: 6 Rules for Success

    Working with sports stars can be prestigious, even glamorous -- and is often a highly sought after market niche for financial advisors and wealth managers, but professional athletes can also present advisors with a minefield of challenges

  2. A Taxpayer’s Guide to 2013

     

  3. 8 Great Tricks for Effective Client Events

    Client events are essential for maintaining a strong book of business. Financial planners offered several pieces of specific advice for advisors interested in holding great events.

  4. Morningstar.com's Tax-Relief Week 2013

    February 25 - March 1: Tips, strategies, and picks for tax-wise investing.

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