Giving Stock
Q: When I was a kid, my grandfather gave shares of stock to his grandkids—actual stock certificates. He thought it would...
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3 ideas to make the holidays brighter
I love the holiday season. It is a great time to gather with family and friends and build memories that last a lifetime....
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Making the most of a bad market
In case you hadn’t noticed, the stock market has been under a little pressure lately. The S&P 500 index has fallen 10% f...
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Saving for retirement with your HSA
Q: I contribute every year to a health savings account and use it to help pay for medical expenses before I reach my ded...
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How Safe Are My Retirement Accounts, Really?
Q: I have a very successful small business. My wife and I are the only employees. Over the years, we have been blessed t...
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Year-end tax scramble
It’s time for the annual year-end tax scramble—the time when people like you and I try to figure out how to wrangle a fe...
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An interesting wrinkle: RMDs and Deferred Annuities
Q: Last year I purchased a deferred annuity in my IRA. My insurance company recently sent me a statement reminding me th...
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Let’s talk Medicare
If you are one of the 44 million Americans currently covered by Medicare, you probably know that Medicare’s annual open...
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Financial foolishness
Are you foolish? I know that’s a provocative question. Nobody likes to appear foolish to themselves or to others. Howeve...
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Escaping the tax on your RMD
Retirees of a certain age face the harsh reality that the IRS is lurking in the shadows. As soon as they turn 70 ½ years...
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