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Take steps now to reduce taxes
Tribune staff reporterThis is the time of year when taxpayers pull out the rule book that guides them in making last-minute moves before year-end to reduce their income tax bill. The summary: Do whatever you can to delay receiving income for the year, and hunt for whatever...Tags: Financial Planning, Energy Saving, Health, State Budgets, Personal Income
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Be flexible on retirement income plans
Tribune Media Services columnistTo generate lifetime income in retirement, my goal is to tap our savings and investments as needed without having to rely on insurance company guarantees. If it turns out my wife, Georgina, and I need those guarantees, or if insurance products such as...Tags: Personal Finance, Retirement, Periodicals, Career and Workplace, Stock Broking
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Don't panic, market experts say, but be alert
Tribune staff reporterThe Dow sets record after record, only to sink 416 points in a day. It then endures some big swings over the next few days before losing more ground. Forgive people if they feel a little whipsawed. What's an investor to do? Don't panic, experts say. But...Tags: Earnings Forecasts, Weather, Grayslake, Weather Reports, Stock Activities
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Investors now must keep gains
Tribune NewspapersAt the halfway point in 2007, most investors have substantial portfolio gains to celebrate. Now, how best to hold on to them? Many financial advisers are warning clients to be prepared for a stormy time in markets in the second half. That reflects the...Tags: Stock Activities, Personal Finance, City National Corporation, Land Price, Companies and Corporations
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Changes among brokerages put less emphasis on fees
Record stock-market highs have enticed many everyday investors to do some trading. But those who have been out of the game for a while may encounter a new brokerage landscape. It no longer simply involves finding the lowest-priced trades, even among...Tags: Robert Ellis, E-Commerce Industry, Investment Service, Investments, Financial and Business Services
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Will that be cash or attitude check?
When Jim Stoops sees new clients at his Charles Schwab office in Naperville, he puts them through an exercise more apropos to the world of counseling than financial consulting: "I ask them to recall how they grew up with money," he says. "I want to...Tags: Consultancy Service, Finance
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10 steps to a better family budget
Tribune reporterGranted, the recession looks bound to stick around far longer than a New Year's hangover. But take heart: 2009 marks an ideal time to take hold of your finances and create a family budget that gives you fiscal peace and a clear list of spending and saving...Tags: Consultancy Service, Consumers, Starbucks Corp., Vehicles, Telecommunication Service
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Advisers put new focus to younger investors
Your Money staff reporterIt used to be that financial-services firms focused most of their attention on people who already had accumulated wealth. Now, though, much younger age groups are being embraced, even lauded. Consider this statement from one brokerage: "Gen X-ers . . ....Tags: Personal Finance, Retirement, Career and Workplace, Stock Broking, Companies and Corporations
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Teens & Credit 10.21.08
Teens & Credit: Survey Results (Source: "Teens and Money," Charles Schwab Foundation, April 2006) - Nearly 33% of teens owe money to either a person or company, with an average debt of $230. - About 26% of teens ages 16-18 already have...Tags: Credit and Debt, Teen-agers, Consumers
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Donating stock is smarter way of giving
Tribune Media Services columnistAmericans are generous people who give billions of dollars to charity each year, including $223 billion donated by individuals in 2006, according to the Giving USA Foundation. Sad thing is, we could give billions of dollars more if we knew how and...Tags: T. Rowe Price, Social Services, Social Issues, Politics, Personal Finance
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Competition putting squeeze on more investment fees
Fees slapped on your money are the bane of the average investor. Extra costs can be slipped in so many different ways by investment firms that the investor often doesn't even realize it. Some represent valid costs of doing business, but others are tacked...Tags: Personal Finance, Bank of America Corp., West Palm Beach, Stock Broking, Banking
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Just starting out? It's the time to save
Your MoneyWhen's the best time to start saving for retirement? As soon as you start working, goes the mantra of financial experts, with their spreadsheets showing the miracle of compounding. Save even small amounts over a very long time horizon and you are...Tags: Wages and Pensions, Personal Finance, Chicago Tribune, Health, Consumers
Nov 11, 2007
|Story| Chicago Tribune
Mar 11, 2007
|Story| Tribune Media Services
Mar 4, 2007
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Jul 1, 2007
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Jul 29, 2007
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Jan 4, 2009
|Story| Chicago Tribune
Jan 4, 2009
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Aug 26, 2007
|Story| Chicago Tribune
Oct 21, 2008
|Story| WXMI
Dec 23, 2007
|Story| Tribune Media Services
Nov 12, 2006
|Story| Tribune Media Services
Feb 11, 2007
|Story| Tribune Media Services
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