Evan Almighty: Financing a Block Buster
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Those actually seeing the movie in a theater provide only 14% of a film’s revenue.

Consider Delaying Social Security Benefits
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Waiting for the higher payout is like buying longevity insurance.

Hedge Inflation Risk with Hard Assets
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One of the asset classes that we use to build diversified portfolios consists of hard asset stocks.

Portfolio Rebalancing Boosts Returns
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Rebalancing your investments can help boost your returns and minimize risk. This simple contrarian move can help you compound your investment gains over time. With the markets at an all-time high, this may be a good time to rebalance your portfolio.

Financial Harmony In Marriage
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If you don’t have the time or the interest, you may be the problem.

A Short History Of Wall Street
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Only recently has Main Street been so fully invested.

Tax Freedom Day Arrives on April 30, 2007
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Without taxes, you could leave work at 2:25pm.

Buying a Car Without Breaking the Bank
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It is possible to avoid driving a wreck without wrecking your finances.

Familiarity Breeds Concentration
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Investors have been told, “Invest in what you know.” While this may have been a good adage for avoiding investing in companies with no business models, it is a poor rule of thumb to use when building diversified portfolios.

Breaking Spaghetti: A Seven-Year Financial History
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Stress released in one area results in delayed releases in other parts of the economy.

Financial Planning For The Second Half Of Marriage
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Check your retirement, your marriage and your mission.

Portfolio Allocation: Risk-Return Mix
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Portfolio construction begins with the most basic allocation between investments that offer a greater chance of appreciation (stocks) and those that provide portfolio stability (bonds).

The Celtic Tiger: The Greening Of Ireland
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Investing isn’t about finding a four-leaf clover or the pot of gold at the end of the rainbow.

Start Your Own Dynasty Trust
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Unlike the trusts which helped John D. Rockefeller and J.P. Morgan keep their wealth in the family, this new breed of dynasty trust is not just for the mega-wealthy.

Be Choosey When Giving to Charity
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When you give to charity, you make an investment. By doing a little homework, you can be sure your gift makes the best possible return on investment. While giving is its own reward, giving wisely seems to double that reward.

Donor Advised Funds
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Donor Advised Funds offer the charitably inclined new flexibility for managing gifts to charity. By funding an account, donors receive an immediate tax deduction for their contribution and gain the flexibility to direct payouts to charity on their own timetable.

IPS: Build Your Financial Dream Home with a Good Blueprint
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Without a financial plan, your investments are controlling your dreams, not the other way around. You need a blueprint for your financial dreams to come true. That blueprint in sound financial planning is called an Investment Policy Statement (IPS).

Be Smart When You Rollover Your 401(k)
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Some 401(k) plan’s generous matching contributions are completely eroded by the plan’s excessive expenses.

Australia: Investing Down Under
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Australia’s five-year annualized return was 24.10% compared to 14.98% for the MSCI EAFE and 6.19% for the S&P 500.

What the Rich Know and the Poor Do Not
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How much should I save this month? What return did I earn last year?

Minimum Wage Helps The Rich
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Even though 77% of Americans disagree with 62% of economists, let me assure you the economists are right.

Minimum Wage Hurts The Poor
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An increase in the minimum wage often means a decrease in the pre-tax benefits that employees value more.

Financial Planning Begins with Spiritual Values
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Financial planning is the process of aligning your financial choices with your life passions. Values transcend the cash and the numbers.

Belle Didn’t Really Love Scrooge
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Belle measures Ebenezer’s love for her by what he spends on her directly. Investments count for nothing.

Tax Planning Tips for 2006
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In order to make full use of these tax-saving tips, be sure to visit your tax professional before year’s end. Once January 1st rolls around, there’s little else you can do but pay up.

Cyber Monday
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This year, the busiest day will likely be two weeks later on Monday, December 11th.

Tax Planning for Small Business Owners
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Solo 401(k)s permit you to contribute to the plan both as the “employer” and as the “employee.”

Conservation Easements
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Before executing a conservation easement donation, you should be certain that it is in line with your financial goals.

NAPFA Consumer Education Foundation
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Fewer than 20 percent of investors are financially literate.

P/E Ratio
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P/E ratio tells you how many dollars you have to invest to receive $1 in earnings.

Roth IRA vs. the Traditional IRA
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Historically income taxes have not been this low since 1931.

Virginia Is For Business Lovers
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More businesses migrate across state borders than national borders.

Qualified 529 Spending
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Virginians can take a $2,000 state tax deduction simply by flowing their money through a 529 account for a day.

Reverse Mortgages Are A Last Resort
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Although the lender almost always wins, a reverse mortgage does offer a Band-Aid solution to pending cash flow problems.

David John Marotta: What Is A Contrarian?
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The markets are brilliant long-term, but short-term they have the IQ of a gnat.

ARM Yourself For Mortgage Rate Increases
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The party’s over for home owners who sought the lower initial payments of ARMs.

Foreign Freedom Investing 2006
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On average, international stocks appreciate more than US stocks, and stocks in countries with the most economic freedom appreciate more than the international average.

Socially Responsible Investing
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Delegating your morality to a fund’s screening process is like using a blunt instrument to do brain surgery.

Avoid Capital Gains Tax on the Sale of Your Home
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Consider moving your official place of residence to your vacation house, live in it 760 days out of five years, and then take the exclusion.

The United States – Land Of The Free
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“A wise and frugal government shall not take from the mouth of labor the bread it has earned.” – Jefferson

O Canada, The True North Strong and Free!
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Canada is the one major country that is not included in the EAFE (Europe, Australia, and Far East) foreign index. Not only are they good neighbors but a good investment.

Health Savings Accounts
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One out of every ten patients consume 69 percent of health care costs. The other nine would benefit from an HSA.

Seven Financial Rules For Marital Bliss
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An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup.

Outlook May 2006
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Rebalancing means selling what has done well and buying what has done poorly, not visa versa.

Community College Can Provide the Best Education
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Community college for the first two years is the best deal to avoid the mountains of student debt and still graduate from a top-rate school.

Tax Freedom Day Arrives on April 26th, 2006
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Due to our progressive tax system, your taxes increase even if your buying power does not.

Donald Mortlock – Making a Free Market
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My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

Florence Mortlock – Dignity is a Happy Ending
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The life of my grandmother Florence Mortlock provided me with many life lessons on finance and financial planning.

VRS: A Bird in Hand or Two in the Bush?
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Many people in this situation would choose the quick cash.

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