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3-On Your Side: FREE Financial Planning This Saturday
PHILADELPHIA (CBS) — Are you finding it difficult to pay your bills? Are past due notices filling up your mailbox? If the troubled economy has taken a toll on your finances, there are people that want...
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End Of Year Financial Planning
Smart planning starts with asking the right questions, as well as understanding your financial needs and goals. The Ernst Group at Morgan Stanley Smith Barney stops by Talk Philly to share finance...
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Estate Planning Schemes
By Amy E. Feldman PHILADELPHIA (CBS) – Have you been offered a free estate planning seminar? How can you tell if it was legitimate or a scam? Often time’s estate and financial planning solicitations...
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3 On Your Side: Many Have No Financial Plan
By Jim Donovan PHILADELPHIA (CBS) — With many Americans struggling with day-to-day finances, it’s no surprise that a new survey finds many are having difficulty planning their financial futures. The...
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Tax Tips For Retirees
Retirement brings plenty of changes, and with those come changes to your tax situation. Here’s a rundown on the top five things you need to know when it comes to paying taxes in retirement. Remember...
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5 Tax-Deductible Items You May Have Missed
Who doesn’t want to save a little (or a lot of) extra money at tax time? Claiming all the deductions for which you are eligible can significantly reduce your tax bill. The problem is, it’s hard to...
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5 Tips For Doing Your Own Taxes
Tax laws can be complicated, which is why many people hire an accountant or tax professional. At the same time, tax professionals can be pricey, and tax season gives you a chance to get a closer look...
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Best E-Filing Programs For Tax Returns
Doing your taxes often feels like a daunting task, but it doesn’t have to be. E-filing not only streamlines the process, but it also means getting your refund faster. While e-filing may be easiest for...
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Should You E-File Or See A Tax Specialist For Your Returns?
Does the thought of tax time send shivers down your spine? Like it or not, your taxes have to be filed. The question that remains is, how will you get them done? Unless you’re the pen-and-paper type,...
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Survey: ‘Highly-disciplined’ Financial Planners Happier In Retirement
PHILADELPHIA (CBS) – Want to be happy in your retirement? Plan ahead. A new study from Northwestern Mutual shows that the more you plan for your golden years and the more financially disciplined you...
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Borrowing From Your 401(k) Is Costly And Risky
By Amy E. Feldman PHILADELPHIA (CBS) – I need some cash. I know where I can get it! From me. Sounds like a good plan: rather than paying those evil bankers to get a loan, why don’t I just use my own...
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College Affordability: Know Your Federal Student Loan Repayment Options
Photo Credit Thinkstock In 2013, the median weekly earnings of a worker with a bachelor’s degree was $1,108. Compare this to the worker with only a high school diploma whose median weekly earnings...
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Beware The Pitfalls Of Reverse Mortgages
By Amy E. Feldman PHILADELPHIA (CBS) – Alright, what exactly do you need to know about a reverse mortgage? A woman wrote to Televangelist Pat Robertson to ask him his thoughts on reverse mortgages. No...
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New Spouse Must Change Old Beneficiary
By Amy E. Feldman PHILADELPHIA (CBS) – It’s one thing to forget to put the dishes in the dishwasher, but forgetting this would really make you want to kill your husband, if he weren’t already dead....
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QTIP Clarifies Inheritance
By Amy E. Feldman PHILADELPHIA (CBS) – Robin Williams probably thought he’d put his estate in order before he died. Instead, fighting over his estate has gotten ugly because. while he was clear in...
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Legal Issues When Moving In With Elderly Parents
By Amy E. Feldman PHILADELPHIA (CBS) – Moving back in with parents is becoming so common that there are architects and decorators who specialize in turning a kid’s room into an adult’s bedroom. But for...
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