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Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? When Do You Need a Will? When do you need a will? The answer is easy: right now. Are you ready for retirement? Here are five words you should consider. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Will You Be Ready to Retire? Do You Owe The AMT? Red Flags for Tax Auditors.

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Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? When Do You Need a Will? When do you need a will? The answer is easy: right now. Are you ready for retirement? Here are five words you should consider. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Will You Be Ready to Retire? Do You Owe The AMT? Red Flags for Tax Auditors.

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5 financial planning strategy

6 about lpl financial

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10 retirement

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Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? When Do You Need a Will? When do you need a will? The answer is easy: right now. Are you ready for retirement? Here are five words you should consider. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Will You Be Ready to Retire? Do You Owe The AMT? Red Flags for Tax Auditors.

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finnzullo.com

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Tax | Finn Zullo

http://www.finnzullo.com/resource-center/tax

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. The Facts About Income Tax. Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. Will You Pay the AMT? What Is a 1035 Exchange? 1035 exchanges...

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Money | Finn Zullo

http://www.finnzullo.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. Keeping Up with the Joneses. Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead? Your Cash Flow Statement. Well, they are. Life and...

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LPL Financial Affiliation

http://www.finnzullo.com/p/lpl-financial-affiliation

More than 2,400 LPL employees in San Diego, Boston, and Charlotte assist advisors like Frank and Roger all over the country. In November 2010, the parent company of LPL Financial, LPL Investment Holdings Inc., became publicly traded on NASDAQ under ticker symbol LPLA. LPL Financial is currently the number one independent broker dealer in the country*. LPL has risen to prominence driven by a commitment to independent financial counsel. 160; Download Market Commentary. 160; Download Economic Commentary.

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Retirement | Finn Zullo

http://www.finnzullo.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Retiring the 4% Rule. A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. What does your home really cost?

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Estate | Finn Zullo

http://www.finnzullo.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. And the Executor Is.

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Home | Finn Zullo

Interest Rates: How Low Can They Go? The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels? When Do You Need a Will? When do you need a will? The answer is easy: right now. Are you ready for retirement? Here are five words you should consider. Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Will You Be Ready to Retire? Do You Owe The AMT? Red Flags for Tax Auditors.

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