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September 24, 2019

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When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost of living adjustment” (COLA) to retirement payments, many considered inflation was under control. The. . .

September 24, 2019

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As the man arose, he walked into the kitchen, and as per his usual routine, he glanced at the clock, it was 2:40 AM, earlier than normal by about 3. . .

September 10, 2019

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There was a time in the not-so-distant past when the “theory of decreasing responsibility” was a viable way of determining how to plan one’s retirement. This theory, which formed the. . .

September 5, 2019

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If you own bank accounts and want to reduce your exposure to probate with these assets the “payable on death” (POD) option may help you. This option offers an. . .
August 30, 2019

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Annuities and Asset Protection: What you need to know! Joe Richmond (not his real name) followed every bit of advice his financial planner gave him. He paid himself first and. . .

August 29, 2019

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Most of our Veterans and their widows are unaware of all the benefits that are available to them through the Veterans Administration. Nearly two million Veterans or their widows are. . .

August 19, 2019

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If your Required Minimum Distribution is not managed properly you may be exposed to additional tax liability.   Determined by the fair market value of qualified retirement accounts, a Required. . .

August 15, 2019

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Journalist Jane Bryant Quinn wryly observed that “The shortest period lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.”  . . .

November 7, 2023

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Learn the miracle of compound interest and harvest the benefits!   We’re just past the halfway point in the year, and around this time of year I often get asked:. . .

August 14, 2019

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“Only money left over after paying taxes can be spent. For the average person in the U.S., 34.5% of that sum goes to pay interest alone, to finance car purchases,. . .

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