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Investment Moves to Make Before the Year Ends
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Bitcoin 101 FAQs
3
Self-Employed 401k Contribution Reminder
4
Divorcee Social Security Benefits
5
Before, During and After a Disaster

Investment Moves to Make Before the Year Ends

You should be looking into financial planning for the coming year but there are some things you can do before the clock strikes midnight on the last day of the year that will be beneficial.  Money magazine offers its readers “7 Investing Moves You Need to Make by December 31.”

If you got a raise, raise your retirement savings rate. It is easy to keep your savings rate the same, especially if you have automatic deductions through a 401(k) with an employer but Money advises:

“If you simply stay the course and fail to raise your contribution rate

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Bitcoin 101 FAQs

MON, DEC 11th, 2017

Bitcoin 101 FAQs:

Bitcoin, and more broadly cryptocurrencies, are seeing increasing news coverage. This has left many wondering: “What is bitcoin and how does it work?” For those trying to better understand bitcoin and cryptocurrencies, here’s our understanding on a handful of frequently asked questions:

What is bitcoin?

Bitcoin is a digital “currency” that can be used to purchase goods and services (only at select locations, for now), or held as a store of speculative value. There are many differences between bitcoin and traditional currency, but the principal difference is that bitcoin is not issued by …

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Self-Employed 401k Contribution Reminder

The 2017 deadline for self-employed individuals to fund their Individual 401k accounts is 12/31/2017. As a reminder, the maximum amount that can be contributed to the 401k as an employee is $18,000 for 2017 ($24,000 if age 50 or older).

Individual 401k account owners will still have the opportunity to fund the employer portion of their 401k accounts up until their tax filing deadline (including extensions) with a maximum of $36,000 for 2017.

Please contact us you have any questions about how to fund your account before year end.

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Divorcee Social Security Benefits

The below article is an excerpt from my new book Social Security for the Suddenly Single. This focused book is all about divorcee Social Security retirement and survivor benefits, and it’s available on Amazon. The book was written to address the lack of information about divorcee Social Security. You’ll find everything you need to know about divorcee Social Security retirement and survivor benefits within.

Divorcee Benefits Matrix

Below you will find a matrix that describes the various divorcee Social Security benefits you may have available to you.

To use this matrix, start at 1, choosing your birth …

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Before, During and After a Disaster

I am not a disaster expert. However, as a financial planner I do know something about protecting your assets and what to look for in insurance coverage. So the focus of this ezine will be on how to prepare for and how to recover from a natural disaster. I’m also including some resource links and suggestions for those recovering from the recent fires.

Recovery
Immediate – While those affected by recent fires are now beyond the initial steps I will repeat them: getting to safety; communicating your safety to friends and family; securing lodging, transportation and cash. Some fire victims …

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