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February 11, 2020

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Buying a US Treasury EE Bond can be a great idea if you want your funds held long term and have no need for the funds prior to their 20. . .
February 6, 2020

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Typically Brokered CDs are long term commitments. A Brokered CD could have a term of 10 or 20 years. The value of the Brokered CD is set for. . .
February 4, 2020

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If you’re like most of us, there’s at least one designated junk drawer in your home. This is the “drawer of no return,” the place for rubber bands, loose batteries,. . .

January 7, 2020

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The SECURE ACT took effect 1/1/2020: Will your family be affected? When it comes to finding new ways to siphon more money out of middle-class taxpayers’ pockets, there is no. . .

December 19, 2019

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“It’s not what you make that counts!” Exhorts friend and mentor Ed Slott in an interview we recently conducted. “It’s what you keep – after taxes!” Ed Slott has a. . .

November 22, 2019

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It is very common when individuals explore retirement plan alternatives that they focus on the monthly payments they will receive when they start taking lifetime income.   There are certain. . .

November 12, 2019

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Learn the benefits and the downside of directing your own IRA Even many of the more sophisticated, adventurous investors among us know little to nothing about Self-Directed IRAs (SDIRAs). These. . .

October 14, 2019

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What is a “Black Swan” event and how could it affect your retirement plans?   “Go ask your portfolio manager for his definition of “risk,” and the odds are that. . .

October 8, 2019

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A recent report from the American College illustrates the lack of information and knowledge most Americans have when it comes to their financial lives. This can become a significant problem. . .

October 8, 2019

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Have you ever thought about that? If you knew that you would never lose your money, what type of investment would you choose? The fact that you are exempt from. . .

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