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Estate Planning

January 24th, 2013

Eligibility For Home Mortgage

(George Sterling) - Having to know how much house an individual is able to purchase is very important for anyone wishing to get a new home in the U.S. A lot of people who are interested in purchasing a house do not know how much mortgage they can obtain from a lender. This is why the immediate strategy [...]

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November 15th, 2012

How to know your financial advisor’s experience

(George Sterling) - There used to be a time when financial planners were professionals who people could blindly trust and hand their finances, but now days it is quite hard to find a financial planner who really is a professional in his field. When you go and look out for financial advisors these days, it is highly likely [...]

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November 9th, 2012

Avoid These Estate Planning Mistakes That May Increase Your Taxes

(George Sterling) - If you plan on leaving your wealth for your children, then effective estate planning is the most important thing you should care about. Here are some common mistakes people make that have them end paying extra and unnecessary taxes to the IRS taxing authorities resulting in reduced wealth left for heirs. If you follow the [...]

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October 30th, 2012

The Process Of Applying For Probate

(George Sterling) - The process of applying for a probate is a tedious and difficult one. This is why nearly 70% of the applications produced for probate are made with the help of professional. Here are some of the steps involved in creating an application for probate which should give you an idea why the process is so [...]

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October 16th, 2012

Avoiding Most Common Estate Planning Mistakes

(George Sterling) - Estate planning is a very important step in life. Without proper estate planning, your family may have to go through long and tedious legal process after you have passed away. If you don’t give any important to estate planning, chances are that your final wishes will not be fulfilled by the interest laws and state [...]

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September 24th, 2012

Effective Estate Management And Minimizing Tax Burden

(George Sterling) - Effective estate planning is vital as ineffective management of your estate can lead to higher taxes and ultimately, higher tax burden. There are many professionals out there that can help you manage your estate to make sure that whenever your fortune is passed to your family, they are able to reap the maximum benefits out [...]

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January 17th, 2011

What are Specialty Funds?

(Money Manager) - A specialty fund is form of mutual fund that invests primarily in a certain sector, industry, region, or security type. Also referred to as a "specialized fund," these investments do not offer the diversification that many other funds do. As a result, they are often seen as a riskier investment.

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January 3rd, 2011

What are Money Market Funds?

(Money Manager) - Money market funds are quite popular as a cash management and investment tool. These funds invest in money markets, and are commonly offered as an investment option by brokerage firms, mutual funds and banks. They generally provide low returns, but are also low risk.

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December 6th, 2010

What are Global and International Funds?

(Money Manager) - Global and international funds are mutual funds that focus on investments in other countries. These funds can offer more diversity than those which focus only on the investment opportunities in one's own country. However, along with the additional opportunities, there is also additional risk in the form of economic instability, political issues, and fluctuations in currency

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November 29th, 2010

Evaluating Mutual Fund Performance

(Money Manager) - Evaluating the performance of a mutual fund can sometimes be a bit confusing, especially if you are new to investing. Mutual funds often advertise high rates of return, but many times this only highlights a particularly good year. If you take a closer look, the same mutual fund may have had much lower return rates in previous years, or may have even lost money during one or more years.

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