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Wednesday, October 10, 2018

I recently had the very sad experience of saying goodbye to dear Uncle Jim. It was doubly sad because he was really more like a father to my lovely bride of over 40 years, Marian. She’d lost her dad when she was 3 years old and...

 

Tuesday, September 4, 2018

PLAN FOR YOUR FUTURE How long will you live? It’s not a question anyone can answer with any certainty, and that creates a significant risk when planning for retirement. Your retirement may last for a long time, and you will need...

 

Wednesday, April 25, 2018

 

Wednesday, March 7, 2018

While women and men share similar financial concerns, women face a unique set of financial challenges all their own. Following is a look at some of those challenges (and while I may not get to many solutions in Part 1, stay tuned for...

 

Wednesday, February 28, 2018

Unlike some quaint adages, the saying “Shirt-sleeves to shirt-sleeves in three generations” seems to have a basis in fact. In “Beating the Midas Curse,” authors Rodney Zeeb and Perry L. Cochell reported that 60...

 

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Friday, February 9, 2018

A business can fail for lack of a solid exit strategy and succession plan. Nothing is more important to the longevity of a family enterprise. But it takes time, so it’s important to start the planning early. The worst time to...

 

Wednesday, January 31, 2018

A business can fail for lack of a solid exit strategy and succession plan. Nothing is more important to the longevity of a family enterprise. But it takes time, so it’s important to start the planning early. The worst time to...

 

Friday, December 16, 2016

If you ask people what creates stress in their lives, money is often at the top of the list. Stress in America: Paying With Our Health found money was a somewhat or a very significant source of stress in the lives of 64 percent of...

 

Monday, December 12, 2016

On Friday, December 9, all three major U.S. stock indexes ended at record highs. For the first time in five years, they each posted gains every day of the trading week.[1] The S&P 500 was up 3.08%, the Dow added 3.06%, and NASDAQ...

 

Wednesday, November 16, 2016

For about 35 years, investors have enjoyed a bull market in bonds. At the start of 1982, the interest rate on 10-year U.S. Treasury bonds was 14.2 percent. By November 1, 2016, interest rates had fallen to 1.8 percent.1 Since bond...

 

Thursday, October 13, 2016

In the 1970s, a TV episode of The Odd Couple taught viewers never to assume.1 It’s a lesson we appear to have forgotten. Many Americans assume Medicare will provide financial assistance to help with long-term care costs in retirement....