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Taking Stock

with Nathan Brinkman

March 2015

03/16/15

Points to consider if your retirement goal seems out of reach

Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal-setting is a key factor influencing overall retirement confidence. But for many, a retirement savings goal that could reach $1 million or more may seem like a daunting, even impossible, mountain to climb.

Posted at 12:49 PM | Permalink | Comments

03/09/15

4 last-minute tax tips

It’s that time of year again — tax-filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always find ourselves scrambling at the last minute to get our tax returns filed on time. Fortunately, even for us procrastinators, there is still time to take advantage of some last-minute tax tips.

Posted at 11:41 AM | Permalink | Comments

03/02/15

Should you be worried about a Federal Reserve interest rate hike?

After years of record-low interest rates, at some point this year the Federal Reserve is expected to begin raising its target federal funds interest rate (the rate at which banks lend to one another funds they’ve deposited at the Fed). Because bond prices typically fall when interest rates rise, any rate hike is likely to affect the value of bond investments.

Posted at 10:26 AM | Permalink | Comments