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When will you reach your next Turning Pointe?

Personal Finance

Financial Health Quiz - The Federal Reserve Bank of St. Louis

Tips to Kick off Your 2015 Financial Resolutions

3 Keys to Building Wealth

3 Keys to Building Wealth

 

by KEITH KLEIN

 

Building true wealth might seem elusive, considering that many of us, who very recently were sitting on large 401k plans and high home equity values, now feel unprepared for retirement. However, wealth creation is still a process grounded in well-established and understandable principles and practices that are the keys to building wealth.

Identity Safe: A Toolkit to Protect Your Financial Life

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The 5 Types of Financial Records: Creating Order from Chaos

clock.jpgby Keith Klein

 

Will you marry me? 5 Tips for a Financially Healthy Engagement

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by Keith Klein

A darkened restaurant, a man in a tuxedo, a woman in a white evening gown… the champagne is uncorked.  He reaches in to his pocket and pulls out a blue Tiffany box.  Pan to a close-up of the box opening to reveal a huge diamond on a platinum band.  Her gloved hand goes to her mouth and tears fill her eyes in complete shock and delight.

The IRA Cheat Sheet for 2013

We're just a month away from the mid-year point, believe it or not.  As a half-time refresher of sorts, I wanted to share some information on all things IRA.  The following infographic from Max Retire Rules covers the high-points on the four types of IRA - Roth, Traditional, Simple, and SEP

The nice thing about this piece is that in addition to covering the basics of how each IRA functions, there is also updated limit information for 2013.  This can come in handy as you contemplate your contributions now or in the future for the 2013 tax year.

The Sequester Looms

The Sequester Looms

If federal budget cuts occur March 1, how might they be felt economically?

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Investment Advisory Services Offered Through CUE Financial Group, Inc. a SEC Registered Investment Advisor.  Securities Offered Through Foothill Securities Inc., Member FINRA & SIPC.  Foothill Securities, CUE Financial and Turning Pointe Wealth Management are not affiliated.

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