Beating the Joneses

May 23, 2016 by

Post on Facebook your net worth statement if you really want to save more.

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$400

May 16, 2016 by

Nearly half of respondents to a 2014 U.S. Federal Reserve survey said they’d have to borrow, sell something, or otherwise scramble to cover a $400 emergency expense.

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Tax Free IRA Distribution

May 10, 2016 by

Here’s how to stiff Uncle Sam on the tax on required minimum distributions from your traditional IRA. No offshore tax haven needed. 🙂

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New Financial Advisor Regs

May 6, 2016 by

I bet the financial industry fought tooth & nail this new regulation requiring financial advisors to “act in the client’s best interest.”

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Crooks Beating Chipped Cards

May 3, 2016 by

Credit and debit cards with embedded chip EMV technology should reduce fraud. But, predictably, already work arounds like complete account takeover are exploding. Can you beat the ingenious and determined bad guys?

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SEP or Roth IRA?

Apr 26, 2016 by

Are you self-employed (a freelancer)? Then you may be able to build a retirement fund far faster contributing to a SEP IRA instead of to a Roth IRA.

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Long-Term Care Insurance

Apr 21, 2016 by

A reader wrote me to ask whether long-term care insurance is recommended. It’s a tough question, and very dependent on individual circumstances. Can you help improve my reply to the reader, please?

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Please Ignore!

Apr 19, 2016 by

What’s the worst sort of advice? “Standard” advice. Here are 3 pieces of standard financial advice best ignored.

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Enjoy the Weekend!

Apr 13, 2016 by

Are you beginning to panic about meeting Monday’s tax filing deadline? Relax! To get a filing extension from the IRS, all you have to do is ask.

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Tax Refund Time!

Apr 6, 2016 by

You paid the government too much in 2015, and now a fat tax refund is coming your way. Here’s how to get the most bang for your refund buck.

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