My comment: As more and more of us become eligible for social security benefits, more and more articles appear in the publications I read that focus on how to best apply for these benefits. Mary Beth Franklin is a nationally recognized expert on Social Security issues. My intent is to bring her ideas to this …
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Can You Pass the Investment Test?
My Comment: Over the recent holiday weeks, I had a conversation with someone who, when hearing what I did for a living, said that he got so burned during the 2008 market crash that he does his own investing now and refuses help from anyone. His comment was that if he was going to lose …
Weekly Market Recap – 09 JAN 2012
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How Ready Are You for Long-Term Care?
My comment: Long Term Care is one of those issues that most of us simply want to go away. It’s painful to think about, painful to pay for, and therefore, painful to plan for. Only it’s not going away; as our population ages, and medical advances appear, more and more of us live to a …
WHAT IS THE FUTURE OF THE ESTATE TAX?
My comments: The Federal Estate Tax, much discussed and vilified by pundits everywhere, is essentially a voluntary tax. There are dozens of techniques and strategies available to someone to minimize, if not eliminate, the tax burden that falls to the heirs of someone whose assets are subject to the tax. That taxes are paid is …
Is It The End of 2011 Already?
As we close out one year and open the next, one is tempted to relive all the good things and bad things that happened during the most recent year. At least until it becomes a chore to list and reflect. The bad things I want to forget and the good things are often hard to …
What ‘Job Creators’ Really Want
There's been a lot of conversation in the media for the past 18 plus months about "job creation". If you are on the right politically, then you simply blame President Obama, never mind that the presidency is not the source of jobs. If you are on the left, then you blame anyone and everyone on …
A Healthy Dose of Reality
Paying for healthcare was the primary topic of a recent issue of Financial Planning magazine. When it comes to retirements, we assume that each of us will qualify for Medicare. For those of us already qualified, Medicare is a lifesaver, no pun intended. But... When we are young and feeling good, we take our health …
Weekly Market Recap – 05DEC11
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Volatility Not Markets’ Fault And It’s Not Going Away
By Tom Steinert-Threlkeld The volatility seen in stock markets this year has been high. And it will continue. But it may not be that unprecedented, according to Joseph Mecane, chief administrative officer for U.S. markets of NYSE Euronext. Take August, he told professionals gathered at the Marriott Marquis hotel in New York for the …
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