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…
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…
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…
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…
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…
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:…
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…
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…
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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