Getting started on retirement saving and repaying high-cost debt can pay huge dividends in the long run for new college graduates

You have graduated from college and landed a job. Planning for retirement may seem like a distant concern, and paying off your debts may feel like a monumental task. But now is the time to make some crucial financial moves that could pay off handsomely in years to come.

In case you missed it, here is the article that I was quoted in: Rethinking the Shift-to-Bonds Strategy, by Karen Weise and Carol Hymowitz, Bloomberg Businessweek, The Investing Issue.

Found a list of the most-overlooked tax deductions on Kipplinger and pulled some of the ones that you are most likely to encounter. Hope it helps.

Break on the Sale of Demutualized Stock

President Obama is calling on the Department of Labor to crack down on the fees charged by brokers and financial advisers who consulting retirement savers.

The number of U.S. financial advisers fell for the fifth straight year as the industry suffers a continuing wave of retiring veteran advisers, according to a report published Wednesday (Feb. 18, 2015).

There were roughly 285,000 financial advisers in 2014, a 1.9 percent drop from 2013, according to a report by the Boston-based research group Cerulli Associates. The industry has lost more than 39,000 advisers, roughly 12 percent, since its peak in 2008, when there were 325,000 advisers.

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