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Monday, December 9, 2019

Reflecting and moving ahead As a new year approaches, it is only natural for us to reflect on how things went in 2019. Personal and professional accomplishments may take center stage. Or, we may take stock of any disappointments and...

 

Monday, October 21, 2019

As I was leaving the grocery store last month, a headline from USA Today jumped off the page: College Student Loans: Debt hits a new high in 2018. Last year, college seniors graduated with a diploma, a well-paying job (hopefully), and...

 

Wednesday, October 16, 2019

The first half of 2019 brought good news to investors. The economy was strong. Unemployment was lower than it had been in decades and interest rates were low. This brought strong returns for both stocks and bonds. Life was good. As we...

 

Tuesday, September 10, 2019

September: 6 Social Security Traps to Avoid On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54, according to the Social Security Administration. She was 65...

 

Friday, August 16, 2019

The equity and fixed-income markets have experienced considerable volatility over the past few weeks. Some of this has been related to a recent escalation of trade tensions with China and falling interest rates. On August 14th, the...

 

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Thursday, August 8, 2019

The markets have been volatile over the past couple of weeks. Here are some thoughts and perspectives to keep in mind… What happened? Over the past week, equity markets have declined as trade tensions escalated between China and...

 

Monday, August 5, 2019

August: Dodge the 9 Top Elder Frauds You’ve saved money all your life. Or, maybe you sold your business after investing years of hard work. You’ve chosen the smart path and have a comfortable nest egg as you set to sail...

 

Friday, June 23, 2017

Tip: Don’t Put it Off. Putting off an easy thing makes it hard. Putting off a hard thing makes it impossible. -George Claude Lorimer Some of us share a common experience. You’re driving along when a police cruiser pulls up...