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News Room

Turning Pointe Wealth Management In The News...


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Here's How Long To Keep Any Financial Record

It should not take the filing of a tax return or a death in the family to finally create order out of paper chaos so you are not forced to scramble in those critical circumstances. The chances of making costly errors are too great not to take some very simple, albeit essential, measures to get and stay organized all year long. 
 

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5 Reasons Retirement Planning Is Tougher for Women

The gender pay gap has garnered all sorts of media and legislative attention, prompting marches, committee hearings, and petitions to Washington. There is even an Equal Pay Day to mark how far into the new year females must work to earn as much as men did the previous year (it was April 8 this year).

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5 Reasons Retirement Planning Is Tougher for Women

The gender pay gap has garnered all sorts of media and legislative attention, prompting marches, committee hearings, and petitions to Washington. There is even an Equal Pay Day to mark how far into the new year females must work to earn as much as men did the previous year (it was April 8 this year).

More


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5 reasons retirement planning is tougher for women

The gender pay gap has garnered all sorts of media and legislative attention, prompting marches, committee hearings and petitions to Washington. There is even an Equal Pay Day (it was April 8 this year) to mark how far into the new year females must work to earn as much as men did the previous year.

More


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3 Benefits Millennials Get from a Financial Advisor

Financial planning isn’t only about retirement. Tuition, home, daycare, healthcare, groceries, auto, entertainment, travel – each of us has a long list of financial goals we want to meet. The combination requires a strategy for maximizing the buying power of our dollars.

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Voices: Keith Klein, on a Universal Fiduciary Standard

Voices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Keith Klein is principal of Turning Pointe Wealth Management in Phoenix.

The Department of Labor and the SEC have enacted regulatory laws to protect clients' interests. Any financial professional would tell you that the reason they got into this industry was to look after those interests.

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The Ultimate Smartphone Buyer’s Guide: Learn All About Costs, Carriers, Features and Mistakes to Avoid

In my experience, I’ve noticed a couple of potential mistakes many consumers can make when buying a smartphone:

Potential Mistake 1: Do not buy the new phone with the new music/speaker if you really are not playing music or movies on the phone. Buy what you will use and personally and for work.

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6 Signs You're Behind the Financial Times

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now.

If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money. Here are six signs you're behind the financial times -- and why you might want to catch up. 

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6 Signs You're Behind the Financial Times

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now.

If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money. Here are six signs you're behind the financial times -- and why you might want to catch up. More on Fox Business

 


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6 Signs You're Becoming A Financial Dinosaur

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now. If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money.
More from Business Insider


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Advice for when you lose your job and forced into early retirement

If your retirement plans did not necessarily include early retirement, but you received a termination letter, you’re not alone. Workers nearing retirement and getting laid off unexpectedly has become more and more commonplace. Regardless of whether your early retirement is a result of corporate downsizing, redundancy cut-backs, health problems, or family reasons—it’s time to make a new plan or adjust your original retirement plan. If you choose to accept early retirement instead of finding a new job and creating a new source of income, here is a strategy to help you move forward with a happy retirement.  More on Expert Beacon


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6 Signs You're Behind The Financial Times

There's a lot to be said for tried and true financial practices. However, many of the money habits of your youth may have outlived their usefulness by now.

If any of the following statements ring true for you, it may be time to seek easier, more convenient or more profitable ways to manage your money. Here are six signs you're behind the financial times -- and why you might want to catch up.  More on The Street


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Discuss money and budgeting before buying the engagement ring

Every year, millions of men will propose to their girlfriend, and will often make all of the decisions going into the proposal—the timing, the venue, the ring purchase—all alone and on his own terms. Sure, it’s romantic, but is this a healthy way to begin life together? How many other major decisions—that affect the couple—will be made by only one of the two?  More on Expert Beacon


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How to Start a New Business in Phoenix, Arizona

Author: Katie Truesdell

The sprawl of one of the fastest growing cities presents small business with opportunities and challenges.  Phoenix might be best known for golf courses, tanned retirees and a desert climate, but it’s also an attractive city for business.  More on NFIB.com


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Educate teens on the importance creating and following a budget

The current economic environment has caused many families to reconsider their savings and budgets, with some seeing the need for drastic changes. For instance, as their high school students approach college, many families realize that belts need to be tightened in order for their savings to fully fund the upcoming college tuition, books and other expenses, in addition to rising family expenses. Whatever the cause of the belt-tightening, if used as a learning opportunity, today’s “Recession Generation” may develop responsible attitudes about finances the same way that the GreatDepression Generation did. More on Expert Beacon.


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What to do if your parents are overspending

It's been decades since your parents taught you about spending and saving, and now their behavior makes you wonder if they've forgotten everything they taught you. And yet they might see your questioning as an intrusion. What's a perplexed adult child to do? Financial planner Keith Klein, of Turning Pointe Financial Management in Phoenix, says he's seen it before, and most changes in spending can be traced to one of two things. The happier one is a "bout of euphoria."

More on the Today Show.


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Help! My parents are overspending

Chances are your parents taught you the value of a dollar. Is it time to return the favor? It's been decades since your parents taught you about spending and saving, and now their behavior makes you wonder if they've forgotten everything they taught you. And yet they might see your questioning as an intrusion. What's a perplexed adult child to do? Financial planner Keith Klein, of Turning Pointe Financial Management in Phoenix, says he's seen it before, and most changes in spending can be traced to one of two things. The happier one is a "bout of euphoria." More on MSN Money.


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Managing Debt.  Help! My Parents are Overspending!

Financial planner Keith Klein, of Turning Pointe Financial Management in Phoenix, says he’s seen it before, and most changes in spending can be traced to one of two things. The happier one is a “bout of euphoria.” More on Yahoo Finance.


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Managing Debt.  Help! My Parents are Overspending!

It’s been decades since your parents taught you about spending and saving, and now their behavior makes you wonder if they’ve forgotten everything they taught you. And yet they might see your questioning as an intrusion. What’s a perplexed adult child to do? More on Credit.com


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Is This The Time To Buy Dividend-Paying Stocks?

John Meredith is sure hot on dividend-payers. This year, the retired electronics engineer bought shares in seven dividend-paying companies:AT&T ( T ),Chevron ( CVX ),Cisco Systems ,Coca-Cola ,General Electric ,McDonald's andProcter & Gamble .  More on NASDAQ.


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How to have a life after college and repay your student loans

Getting started on your own post-college is a turning point in many students’ lives. Big decisions like choosing a career and where to live loom large. For those who have taken on debt, student loan repayment begins approximately 2 months after graduation (though lenders differ in this requirement), and repayment may add even more stress. There are some simple things that you should do to get yourself off on the right footing after college.  More on Expert Beacon.


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Are you Gluten-Free Investing?

Gluten is a protein found in grains. It is responsible for the elastic texture of bread, allows the bread to rise and gives it shape. Many of us look for ways to make our daily habits healthier. Those with sensitivity to or intolerance of gluten simply remove it from their diet. You can’t take the gluten out of your financial plan. “There is no such thing as gluten-free investing,” says Keith Klein, Wealth Management Advisor at Turning Pointe Wealth Management in Phoenix, AZ.  More on CreditSesame.com


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Saving for Baby

Keith Klein, Wealth Management Advisor and Principal at Turning Pointe Wealth Management, offers high quality investment and wealth management tips for parents as he joins Heather Wagenhals, Executive Producer and host of UnlockYourWealthRadio.com on Libsyn’s Popular Money Show and Season 19 Running with Scissors this Friday, May 2, 2014 at 9:00AM (PST).   More on Unlock Your Wealth Radio


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Advice on how to deal with your shopaholic spouse

Money, bills, financial planning are the root of many difficulties in any relationship. One cliché scenario is a wife whose husband believes she overspends on clothes, health or beauty products. However, the reality is that overspending is both a men’s and a women’s issue.  More on Expert Beacon.


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3 who bounced back from bankruptcy to millionaires

Bouncing back after a bankruptcy may not be easy but it can be done. The most prosperous of the rebounders analyze their past shortcomings, chart a better route, then march full force into the future.  More on Yahoo Finance.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

By now, most of us have filed our taxes and called it a day. But for the 15% of Americans who didn't submit their tax forms before April 1, time is running out. Take a deep breath. Rushing through most anything lends itself to silly, last-minute errors, and taxes are no exception. "It's like homework," says Certified Financial Planner Keith Klein of Turning Pointe Wealth Management in Phoenix, Ariz. "You can only do so much, so long, and then you get distracted." More on Yahoo Finance.


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5 Reasons to Not Bother Retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement.  More on Motley Fool.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

As today is tax day, you may find yourself wishing you had taken advantage of more ways to reduce your tax burden. There are plenty of legal ways to reduce your pre-tax income and help give yourself a break next time around. Here are three employee benefits many organizations offer that can save you money on your taxes. .More on Monster.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

By now, most of us have filed our taxes and called it a day. But for the 15% of Americans who didn't submit their tax forms before April 1, time is running out. Take a deep breath. Rushing through most anything lends itself to silly, last-minute errors, and taxes are no exception. "It's like homework," says Certified Financial Planner Keith Klein of Turning Pointe Wealth Management in Phoenix, Ariz. "You can only do so much, so long, and then you get distracted." More on MSN Money.


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Companies that Care: Turning Pointe Wealth Management

Kevin Price, Host of the Price of Business on Business Talk 1110 AM KTEK (on Bloomberg’s home in Houston) recently interviewed Keith Klein . More on Keith's interview with Kevin Price here. Here is a link to the show.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

By now, most of us have filed our taxes and called it a day. But for the 15% of Americans who didn't submit their tax forms before April 1, time is running out. Take a deep breath. Rushing through most anything lends itself to silly, last-minute errors, and taxes are no exception. "It's like homework," says Certified Financial Planner Keith Klein of Turning Pointe Wealth Management in Phoenix, Ariz. "You can only do so much, so long, and then you get distracted." More on Business Insider.


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5 Reasons to Not Bother Retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement.  More on Investopedia.


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3 who bounced back from bankruptcy to millionaires

Bouncing back after a bankruptcy may not be easy but it can be done. The most prosperous of the rebounders analyze their past shortcomings, chart a better route, then march full force into the future. More on NASDAQ.com


fox-business-logo.jpg

 

 

 

5 Reasons to Not Bother Retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement.  More on Fox Business News.


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How to Use Your Tax Refund to Help Your Kids Save

The average tax return so far this year is $3,034. If you are expecting a decent size tax refund, we’ve highlighted some of the benefits of using your tax refund to open a savings account for your child. More on GoBankingRates.com.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement.  More on TheStreet.com


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The 7 Dumbest Last-Minute Tax Mistakes People Make

By now, most of us have filed our taxes and called it a day. But for the 15% of Americans who didn't submit their tax forms before April 1, time is running out. Take a deep breath. Rushing through most anything lends itself to silly, last-minute errors, and taxes are no exception. "It's like homework," says Certified Financial Planner Keith Klein of Turning Pointe Wealth Management in Phoenix, Ariz. "You can only do so much, so long, and then you get distracted." More on World News.


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Nest Eggs Cracked For Business Start-Ups

More entrepreneurs are turning to their retirement savings for the start-up funds they need to start new businesses, say advisors and facilitators who deal in this market. A self-directed 401(k) can be used to start any enterprise that qualifies as a business under the IRS code, notes William R. Seagraves, CEO and president of Catchfire Funding in Denver. More on Financial Advisor Magazine.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

By now, most of us have filed our taxes and called it a day. But for the 15% of Americans who didn't submit their tax forms before April 1, time is running out. Take a deep breath. Rushing through most anything lends itself to silly, last-minute errors, and taxes are no exception. "It's like homework," says Certified Financial Planner Keith Klein of Turning Pointe Wealth Management in Phoenix, Ariz. "You can only do so much, so long, and then you get distracted." More on Time Warner Cable.


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The 7 Dumbest Last-Minute Tax Mistakes People Make

Tuesday, April 15, 2014 is the deadline to file your tax return for 2013. It is also the due date for the first installment of your 2014 estimated tax payments. What's new for 2013. If you earned more in 2013 than you ever have before, or if you were already a high earner, the big tax news this year is additional Medicare taxes. More on CreditCardInsider.com.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on Sirius Family Talk Radio


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on KFAX Radio San Francisco.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on the Black Christian News Network.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on The Seattle Post Intelligencer.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on Crosswalk.com.


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on SouthernGospel.com


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5 reasons to not bother retiring

Roy Cohen is closing in on retirement age, but that doesn't mean he has plans to slow down. "I do intend to work," says the career counselor and executive coach when asked about his retirement plans. "Just on my terms." Larry Stybel, an executive in residence at the Sawyer Business School at Suffolk University in Boston, describes this as the "mosaic" stage of life. "Mosaic is defined as finding income from a number of sources rather than one source," says Stybel, who is already past the usual age for retirement. More on MoneyRates.com

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