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Get the Most From Your 401(k) at Any Age

Retirement No Comments

Get the Most From Your 401(k) at Any Age To get the most out of your retirement savings, put the right amount in and take the right steps at all stages of life. Here’s some advice to follow, whether you’re just starting out or further down your career path. Millennials

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Overnight Markets: Wall Street ends strong quarter

Investments No Comments

The S&P 500 and the Nasdaq scored a sixth straight quarter of gains as a surge in pending home sales offset weaker-than-forecast manufacturing data. The S&P 500 and the Nasdaq Composite indexes scored a sixth straight quarter of gains on Monday, a streak not seen since 1998, as a surge

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Gotham’s Joel Greenblatt likes these stocks

Investments No Comments

As the market continued its march higher Thursday, investors were on the hunt for value. For Joel Greenblatt, managing principal and co-chief investment officer of Gotham Asset Management, there are always places to find opportunity. Greenblatt’s investment firm looks at the 2,000 largest companies and ranks them on a daily

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How to Fix the 401(k)

Retirement No Comments

Five Suggestions for Giving Workers a More-Secure Retirement Originally designed to supplement pension plans, 401(k)s have become the primary retirement-savings vehicle for many employees. But critics say the plans are plagued by a variety of ills, including high fees that can eat into investment returns, as well as certain advisers

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Reverse Mortgages: Take the Longevity View

Wealth Management No Comments

Family Asset Management has been investigating how its clients can potentially benefit from the new laws and changes in reverse mortgages. If you own a home you have many options for increasing monthly income, especially as the housing market rebounds.  Among the benefits of a reverse mortgage: Terms untouchable from lenders

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Low Basis Stocks

Investments No Comments

With the advance of the equity markets over the last several years clients will have significant gains on stocks they have held over the period. There is a general desire to hold onto those stocks to avoid paying capital gains taxes. Although clients are better off following such a strategy if

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Financial Goal Assessment

Financial Planning No Comments

The start of the year is a good time to assess your financial goals. The recent increases in stock and real estate prices, changes in family circumstances, or spending demands may call for a new assessment of your financial plan. Give Family Asset Management a call at (843) 723-2994 to discuss whether or not this exercise will be helpful

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Year end Tax Planning

Taxes, Wealth Management No Comments

Tax rates have risen sharply for high income individuals and families. With the top federal income tax rate rising to 39.6%, the new federal capital gains tax of 20%, and the Affordable Care Act’s 3.8% tax on investment income on high earners, your tax liability for 2013 may be significantly

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