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A Bear Market Can Be a Smart Time to Do a Roth Conversion
There is a tax-smart retirement move that just became less expensive due to...
Save Your 401k, Get a Lower Expense Ratio
Do you have a 401k you left behind at an old job? A new report from...
Email Scams are Rising. Do you Know how to Protect Yourself?
I hope that after the news of the Equifax data breach, you’re being extra...
My Holiday Challenge: How Much Can You Save While Shopping?
You know that I have often stated that one of the keys to financial freedom...
Update: Rule Changes for Inherited IRAs
A few months ago I explained the confusing situation the IRS had put some...
Long Term Care Insurance: Still Worth It, If You Have Your Eyes Wide Open
For years I have been a big believer in the value of long-term care...
Now is Not the Time to Abandon Treasury Bonds
You had to be completely off the grid in to miss the news that the “yield...
The Impact of Rising Car Insurance Premiums
We are now in the third consecutive year of car insurance premium rates...
Inherited IRA Must Do in 2025
If you inherited an IRA from someone who passed away in 2020 or later, an...
