Articles From: 6 Steps to Hiring a Financial Planner to Go Active or Go Home


2012/01/12
A little help from a professional advisor can be well worth the time and money.
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2011/04/29
The answers depend on your age.
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Medicare premium hikes will only mildly clip seniors' Social Security inflation raises in 2012, but proposed changes could cut future cost-of-living adjustments.
Sign-up for Social Security COLAs: Good News and Bad News investment picks
2011/01/03
This maneuver could spell trouble for those with other IRA assets.
Sign-up for Backdoor Roth IRAs Could Cost Some Investors at Tax Time investment picks
2012/07/22
Morningstar.com readers discuss when to purchase insurance and when to self-insure.
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2012/07/22
Viewers of this week's midyear financial checkup had plenty on their minds.
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2011/03/20
Readers opine about rising premiums and the pros and cons of self-insuring.
Sign-up for Is Long-Term Care Insurance Right for You? investment picks
2011/06/02
Career reinvention may be more of a necessity than a virtue for older Americans, but working longer can make a difference beyond your bottom line.
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2012/08/05
Dental care, as well as skyrocketing health-insurance premiums and property taxes, top readers' lists of unwelcome in-retirement costs.
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2010/11/01
Find the right yardstick before judging your performance results.
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2011/11/14
I-Bonds boast tax advantages, but purchase limits damp appeal.
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2011/04/25
Costs, stars, manager records, and investor returns improve your odds.
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2012/08/19
Readers weigh issues of money, accessibility, and proximity to friends and family when deciding whether to move to a smaller home.
Sign-up for Is Downsizing Part of Your Retirement Plan? investment picks
2009/10/01
Tips for ensuring your assets flow to the right people.
Sign-up for How to Handle Beneficiary Designations investment picks
2012/03/20
Asset allocation is the biggest determinant of how your portfolio behaves.
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2011/11/15
Following this rule of thumb might serve you well in case interest rates go up.
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2009/10/01
Five tips to help you avoid the Alternative Minimum Tax.
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2010/04/12
Beware of locking in a low fixed payout.
Sign-up for The Error-Proof Portfolio: For Annuities, Timing Is Key investment picks
2012/03/20
Understand how to go global without going out on a limb.
Sign-up for What's the Right Foreign Allocation? investment picks
2009/05/14
How to make sure your financial plan aligns with your personal priorities.
Sign-up for A Top Planner Shares Tips for Retirees and Pre-Retirees investment picks
2011/04/14
Look to these ideas for cost cuts both big and small.
Sign-up for 50 Ways Retirees Can Cut Their Investment, Insurance, and Banking Costs investment picks
2011/04/21
Clip and save for cost-cutting ideas on shows, restaurants, hotels, and airfare.
Sign-up for 50 Ways Retirees Can Cut Their Travel and Leisure Costs investment picks
2011/04/07
If you're looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look.
Sign-up for 65 Ways Retirees Can Cut Their Day-to-Day Expenses investment picks
2010/12/08
If you're looking to establish a sane, sustainable withdrawal plan, then follow these tips.
Sign-up for Create a Paycheck in Retirement With a Total-Return Approach investment picks
2011/10/18
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix investment picks
2010/01/07
If you've determined your portfolio needs more bonds now, here are some thoughtful ways to structure your allocation to the hot asset class.
Sign-up for Don't Get Burned by Your Bonds investment picks
2009/09/17
This mild portfolio is geared toward conservative investors with 10-year time horizons.
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2010/01/05
The winners jumped on 2008's bargains to reap 2009's rewards.
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2010/08/31
The Combine feature in Morningstar.com's Portfolio Manager tool allows investors to create a streamlined view of their assets to help accomplish specific goals.
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2010/09/06
Active funds that deviate only slightly from the index may not be worth it.
Sign-up for Go Active or Go Home investment picks
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Articles From: 6 Steps to Hiring a Financial Planner to Go Active or Go Home
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