What makes a good financial plan good
We often talk about the importance of having a good financial plan, but we rarely discuss what makes a financial plan...
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So, You Want to be a Day-trader
Q: My wife and I have had some success trading stocks and we want to start doing it full-time. I believe we have...
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Take a look at index annuities
Q: I went to a dinner recently hosted by someone who was trying to drum up interest in fixed index annuities. She said...
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Prepare now, avoid bankruptcy later
If you are retired, preparing to retire, or one day hope to retire, I encourage you to read an article in Monday’s...
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Building a better retirement portfolio
Q: I am getting ready to retire. Is there anything I should be doing in my portfolio to be better prepared? I read...
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Tax planning with the “simplified” tax code
When congressional leaders first started pushing the 2017 Tax Cuts and Jobs Act, they heralded it as a major step...
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Ideas to tame healthcare costs
Q: I just got hit with another big medical bill. I can’t seem to get ahead. Is there any way to reduce my cost of health...
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Getting ready for 70 1/2
If you are 70 years old, you have probably already discovered that the IRS has special plans for you this year. They...
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Should I reduce my risk?
Q: I am very concerned about the risk in my portfolio. I’ll be 81 this year and my wife just turned 71. At my age, I...
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Will Social Security be There?
Q: I am 42 years old. I have been working through my financial plan and I am wondering if I should count on receiving a...
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Preventing Elder Financial Abuse
The statistics on elder abuse are staggering. According to one estimate, 5 million elderly Americans are abused every...
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The softer side of financial planning
As a financial planner, I love helping people find answers to their questions. Sometimes they ask me about long-term...
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