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STA In The News

Financial Advisor
A Bigger Giving Tree

Charitable giving continues to climb this year, even if you don’t count the $2.1 billion gift Warren Buffett threw in the pot in July. Donors and charities are feeling more confident as the economy and markets improve, according to those who track charitable giving, and the trend is expected to continue. If you are unable to follow the link, please click here for a PDF Version.

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The Wall Street Journal
Bargains to Be Had in November

When we think of November, Thanksgiving comes to mind. But November is about a lot more than turkey: Open enrollment for 2015 health coverage begins Nov. 15. It is a good time to reassess your policy and make sure it fits your needs. Be sure you’re getting the most from employer health plans. If you are unable to follow the link, please click here for a PDF Version.

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Investors.com
Social Security Benefits: When To Start Them

When should you start taking your Social Security benefits? Timing matters. You can start as early as age 62. But waiting can boost the amount you receive over the rest of your life in retirement. If you are unable to follow the link, please click here for a PDF Version.

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Market Watch
5 Real Estate Mistakes Retirees Make

Most people heading into retirement inevitably make some sort of real estate decision—whether they downsize, relocate to a different community or make renovations to an existing home that makes the place more accessible to live in as they get older. So, not surprisingly, there are numerous real estate mistakes people in this group make. If you are unable to follow the link, please click here for a PDF Version.

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CNBC
Already picked your retirement dream home? Not so fast!

When reaching retirement age, some people feel the impulse to sell everything and move to a warmer climate. Not to be a killjoy regarding any retirement dreams, but there are some things to consider when deciding to pack up and move to sunnier shores. Here’s a look at some of the top financial and tax considerations individuals and families should consider before moving to their dream house in retirement. If you are unable to follow the link, please click here for a PDF Version.

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Market Watch
Four Things To Consider Before Getting Married Again

Second marriages are financially complicated. From inheriting a new set of kids to understanding what assets a spouse is bringing to the table, prior to walking down the aisle, partners should discuss a range of uncomfortable financial issues that could potentially ruin a relationship down the road if not addressed immediately. If you are unable to follow the link, please click here for a PDF Version.

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