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401k, Retirement, Roth, Stock Market

A Bear Market Can Be a Smart Time to Do a Roth Conversion

April 02, 2020

There is a tax-smart retirement move that just became less expensive due to the fact that the bear market for stocks has reduced your portfolio values.

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Health Insurance

How to handle health insurance if you lose your job

March 26, 2020

For the next few weeks I am going to devote my weekly notes to household financial stresses I know so many of you are dealing with, or worried about as the coronavirus crisis sends our economy into a

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