investing

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Quit Your Whining

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This year’s 4/15 deadline has been extended to 7/15, but the general feeling of dread is still the same. By all rights, “Tax Day” ought to be one of our favorite holidays, like “Christmas in April” without the carols, the hype, or the eggnog.

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Game Plan for the 70-Somethings and Beyond

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While it’s likely you no longer want to be spending time managing money as it’s time to “leave for vacation”, there are a few things to keep in mind in your seventies and beyond.

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Game Plan for the 60-Somethings

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By the time you enter your sixties, your investment strategy at this point should be about protecting what you have, so that the lifestyle you’ve secured over your career can be maintained in retirement.

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Game Plan for the 30-Somethings

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For many people, their thirties is the decade of settling down — possibly buying a house and starting a family. Here’s a checklist to make sure you stay on track financially:

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A Clean Bill of Financial Health

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Financial health entails working in a profession that you are prepared for and enjoy, earning solid investment returns, staying in control of debt and risks along the way.

 
 
 

Contact

303 Twin Dolphin Dr. #600, Redwood City, CA 94065

1172 San Pablo Ave. #102, Albany, CA 94706

Phone: 866-860-3880

Fax: 866-860-8054