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Monthly Archives: November 2017

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  3. November

Social Security

The Social Security Norm That is Costing You Money

Retirement, Social SecurityBy November 29, 2017

By now you know that I have long advised that it is smart for the highest wage earner in a household to wait as long as possible to begin claiming Social Security retirement benefits.

estate tax

PROOF: The Estate Tax May Be On The Chopping Block. But Estate Planning Remains As Critical As Ever.

Estate PlanningBy November 22, 2017

If you’ve been following the Washington push for tax reform, you may have heard that the federal estate tax could be eliminated. Honestly, chances are that you would never have been impacted by the estate tax.

Suze Orman Women & Money

Email Scams are Rising. Do you Know how to Protect Yourself?

Credit CardsBy November 8, 2017

I hope that after the news of the Equifax data breach, you’re being extra smart about taking steps to monitor your credit reports. You can always get one free credit report a year from each of the three credit bureaus at annualcreditreports.com.

Suze Orman Women & Money

Retirement steps you must take in November

IRAs/401(k)s, Retirement, Roth AccountsBy adminNovember 1, 2017

November is typically the month when you are able to review and change your work benefits for the year ahead. Now I know what you’re going to do. Nothing, right? Most people ignore all the emails about “open enrollment” and don’t review their coverage, or make any changes.

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