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February 4, 2019

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When Planning for Retirement Four Common Mistakes Nearly Everyone Makes You may have been told by a well-meaning parent, friend, or financial advisor that you should “Save at least 10%. . .

February 4, 2019

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Recent update: https://www.cnbc.com/2019/01/28/woodbridge-group-ordered-to-pay-1-billion-in-penalties-for-ponzi-scheme-targeting-retail-investors.html In the old movie, The Road to Morocco, Bing Crosby and Bob Hope show their pure comedic brilliance.  One of the best parts of the movie is when. . .

February 2, 2019

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Are municipal bonds tax-free?  Might want to make sure. Municipal securities, also known as “munis,” are bonds issued by governmental entities such as states, cities, counties, and other organizations. The. . .

February 2, 2019

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If an investor is thinking of investing in bonds, the first rule to learn is: a bond is nothing more than a debt instrument, a loan. Think of buying a. . .

February 2, 2019

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The Investment Pyramid For Asset Allocations The idea of an investment pyramid is based on building the foundation (the bottom) the middle (some risk but higher reward) and the top. . .

February 1, 2019

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Is Time still on your side or has it already left you Remember that beautiful song “Time Is On My Side,” it was a huge hit by The Rolling Stones. . .

February 1, 2019

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Learn how to gain the greatest benefit from your IRA If you own an IRA, you are probably aware of how confusing these plans can be. A recent change in. . .

February 1, 2019

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Annuities were designed to be a tax deferred alternative for conservative investors stuck in between risky direct forays into the markets on one side and woefully inadequate returns from interest. . .
February 1, 2019

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You may be tempted to do it – but do you want to? While you might be able to borrow from a 401(k), that doesn’t mean you should. Yes, we. . .

February 1, 2019

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Options, options, options … Here are many misconceptions about what must be done with a 401(k) when someone leaves a company. Some people think they have to cash out their. . .

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