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  1. Don't Make These Tax Mistakes

    Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.

  2. Keep Up With Your College-Savings Homework

    Families of future and current college students should be mindful of the effects of sequestration, a university's 'Scorecard,' their own savings projections, and their future debt loads.

  3. Worrisome Trends for Retirees

    Morningstar's Christine Benz addresses who sequestration will and won't affect, changing prices for long-term care, and a timely mortgage-paydown strategy.

  4. Yellow Flags for Consumer Spending

    Recent lackluster spending data suggest the consumer is not as strong as some may believe, says Morningstar's Bob Johnson.

  1. State of the States and Local Governments

     

  2. New Tax Rules, Responses In 2013

     

  3. The Error-Proof Portfolio: What Investors Can Learn From Their Tax Returns

    Use tax time to review your investment-related taxes, deductions, and contributions.

  4. Cost-Basis Choices Not Set in Stone

    Investors may switch methods used to calculate capital gains, with one big exception.

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