Social Security Questions

Like many government programs, Social Security can be complex. Every time it’s updated, the complexities seem to expand exponentially. Fortunately, the most recent changes were in 2015, so the rules have been stable for a couple of years. Still, I find many women have questions about what benefits they can take, what are their spousal […]

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Single Again

Divorce or the death of a spouse can leave women in an uncomfortable position, especially if the former spouse was the breadwinner and household’s financial keeper. Suddenly, they find new financial responsibilities have been thrust upon them during a very emotional time in their lives. It’s a time when things are hazy and the ability […]

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Is the Bear About to Emerge from Hibernation?

Economists tell us the current bull market began on March 9, 2009. They also tell us the “average” bull roams around the marketplace for a little over two years (25 months on average). According to one of the most bullish investors in the business – Jim Stack, editor of InvesTech Research Market Analyst – it’s […]

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Future Investments to Consider

Investors, who have seen gigantic returns, are those who looked into the future and imagined worlds that would have been unrecognizable at the time they made their investments. Who would have imagined what McDonald’s became in the 50s, Apple in the 70s, or Google in the 90s? So, in the latter part of the 2010s, […]

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Baby Mine

It’s universally agreed that having a baby is an awesome experience. Unfortunately, your little bundle of joy often comes with a bundle of financial questions. When you need to take time from work to have a baby, you need to review whether or not your maternity leave benefits support you. If they don’t, what are […]

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The Cost of Doing Business

Here’s a fictional anecdotal story that could very well be true: Two investors invest $20,000 each in the same stock four years ago. Today, one investor has seen very slight change in the value of his stock. The second investor has seen the value blossom. What’s the difference? It’s the cost of doing business. Not […]

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The 401K Conundrum

You won’t get any argument from me that a 401K plan is good for your business. In fact, I’m a huge proponent of entrepreneurs starting 401K plans for their employees. It helps them save for their futures and instills a sense of loyalty when they know you’re helping them in more ways than providing a […]

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Time to Dial It Down?

You may have read the stories – economists are predicting the golden ride is coming to an end. The so-called “Buffett Indicator” (Warren Buffett’s comparison of market capitalization to U.S. GDP) indicates that stocks are currently overvalued and a downside is coming. Note that Buffet used his “indicator” to caution investors ahead of the dotcom […]

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No One Expected You to Die So Soon

There’s a Neil Diamond song called “Done Too Soon.” The main portion of this short song lists numerous people – the good, the bad and the ugly – throughout history who died before their work was done. Everyone expects death to come. Just not now! We have work to do, goals to accomplish. So, what […]

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To Convert…Or Not to Convert

If you have a traditional IRA account, you might want to consider converting to a Roth IRA. Right now! Of course, we all know the advantages of a regular individual retirement account. You’re able to deduct all or part of your contributions from your taxes. That can lower your adjusted gross income and help you […]

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