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Oct. 15, 2021

What You Should Know About “Continuing Care at Home” Programs

You may already know that traditional long-term care insurance is going the way of the dinosaur. Not many insurers offer brand-new policies and the premiums…

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Oct. 15, 2021

Can the Evergrande Issue in China Affect Your Retirement?

You may have heard a lot on the news recently about Evergrande, the troubled Chinese real estate development company. Evergrande…

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Oct. 15, 2021

What is Hindsight Bias and How You Can Keep It From Impacting Your Investments

Hindsight is 20/20. Haven’t we all heard that before? From sports to legal trials and political elections, many of us…

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Oct. 8, 2021

Have You Heard About the “Rich Person’s Roth?”

A Roth IRA is one of the best ways to minimize taxes, but many people earn too much to qualify…

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Oct. 8, 2021

Could the Debt Ceiling Impact Social Security Benefits?

The debt ceiling has been a top story in the news. Former Federal Reserve Chair Janet Yellen’s recent piece in the Wall…

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Oct. 1, 2021

Value Versus Growth: The Case for Staying the Course

Near the end of last year, value stocks — companies that are considered cheap and are trading for less than they are worth — started ramping…

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Oct. 1, 2021

Researcher Identifies Five Major Retirement Risks. Which is the Most Serious?

A research economist from Boston College’s Center for Retirement Research recently identified five major risks to a typical retiree. They are:…

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Sep. 24, 2021

When Should You Perform a Roth IRA Conversion?

We often talk about Roth IRAs – and for good reason, as they are a great tool for tax-free earnings…

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Sep. 17, 2021

Inherited a Traditional IRA From Your Spouse? Here Are Four Options

If you lose your husband or wife, the last thing you’ll want to deal with is making decisions about what…

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Sep. 17, 2021

3 Ways to Prepare Your Investments for Potential Tax Hikes

The coronavirus pandemic has touched every aspect of our lives. From a financial perspective, the two biggest effects have been…

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