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How to Avoid a “Madoff”
On December 10, 2008, investors froze in their tracks as they wondered whether they were victims of the Bernie Madoff Ponzi scheme. Dentists, doctors, hairdressers and housewives were all equally...
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Will Your Savings Bond Reach Face Value in 8 Years? Introducing the Rule of 72
Last week I made a presentation to a bunch of high school students on the importance of basic financial planning skills. I had hopes that my presentation would open up a discussion on how to handle...
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Current Retirement Investment Options
There is heartening news for those of us in retirement or approaching it. There’s a new type of bond called the Build America Bond or BAB. The BAB, along with an older, but often ignored retirement...
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Magic Potions, Elixirs, Tonics and Silver Bullets
For as long as man has been walking upright, he has dreamed of and sought out magic potions or cure-alls for what has ‘ailed’ him. Ponce de Leon sought out the fountain of youth, Eastern cultures tout...
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What is This New Schedule D – Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those stock sales you had in 2011. There seems to be so much more...
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