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The Housing Market

With so much attention focused on the stock market, the housing market has faded into the background a bit. Sellers...

Sell Your Silverware?

With the prices of gold and silver bullion making all-time highs, many people are thinking about turning grandma’s sterling silver...

Why Gold

Gold and silver prices have soared in the midst of global geopolitical uncertainty, concerns about the global role of the...

RMD and Review

This is the perfect moment for retirees to review their investment exposure and – if you will be over 73...

The Challenge of Chicken Money

Now, things are going to get tough for “chicken money” holders. Your self-discipline is about to be tested as short-term...

Year End Investment Advice

There’s an old Wall Street saying: “No one ever rings a bell at the top.” Only in hindsight do we...

Identity Theft, Scams and Protection

It’s the holiday shopping/scamming season. And that makes it a good time to think about protecting yourself from the dangers...

IRMAA Increases Medicare Premiums

Every senior on Medicare should be intimately familiar with IRMAA – the initials that stand for Income Related Monthly Adjustment...

Year-End Planning Checklist — and More

This is the time of year when I typically offer financial planning advice to those who have the flexibility to...

Small Biz Health Insurance Deal — Act Now!

Suddenly millions of working Americans can no longer afford “Obamacare” health insurance, as premium subsidies have been removed. But there...

Happy Thanksgiving — and an Opportunity!

Once upon a time parents and children sat down together for the toughest talk: the birds and the bees. Now...

Waiting to take Social Security

You may have seen videos making the rounds on TikTok or other social media. Or even a recent op-ed in...

RMD Time — Again!

Time flies – and never so quickly as we approach the annual deadline for taking a Required Minimum Distribution from...

Medicare Beware! A Special Report

The weeks between October 15th and December 7th are Open Enrollment – where seniors must make critical decisions that will...

Medicare Beware #3: Part D Drug Plans

You may not be taking prescription drugs when you sign up for Medicare at age 65, or when your work...

Medicare Beware #2: Switching Plans

Last week’s column explained the key decisions you must make about Medicare – either when you initially enroll, or during...

Medicare Beware #1: Open Enrollment Choices

Medicare Open Enrollment period starts on October 15th. Making the correct choices when you initially sign up for Medicare –...

Stop Procrastinating About Planning

Astoundingly, the year is almost over. And as the calendar races to the finish, you still haven’t gotten your finances...

Wanna Bet?

Fall is already in the air in many parts of the country. Kids are back in school and the football...

Chicken Money Challenge Ahead

Savers are about to face the most significant financial challenge of all – the challenge of self-discipline. Short term interest...

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