Near Or Entering Retirement

30 May 2017 International travel tips

· Obtain or renew your passport way in advance. At least three months in advance. · Obtain or confirm that the two credit cards you will take with you do not charge currency transaction fees....

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10 May 2017 Doing the Flip: Saver to Retirement Spender

One of the biggest transitions in life is to go from worker to retiree, or from saver to spender (call it decumulation or spend downer if you like). Today I’m addressing an issue faced by those who have managed to save through most or all...

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11 Apr 2017 Privacy anyone?…Not anymore!

‍It has become extremely difficult for consumers to navigate and manage the privacy of their financial and non-financial lives. The world is changing at a fast speed. Technological advancements allow us to have access to information at the tip of our fingers. But those advancements...

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14 Mar 2017 Time to Give It Away

Have you looked at the holdings in your individual or joint brokerage accounts lately? Do you see lots of gains as you look through the portfolio of your taxable accounts? Would you like to avoid recognizing those capital gains and save on your taxes too?...

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14 Mar 2017 The No-Drama Approach to Personal Finance

Our daily lives are constantly bombarded with drama, courtesy of the media. Drama, in headlines, stories and videos, gets attention and helps content creators get their message across in a cluttered media landscape. As a financial blogger, I confess that I’ve attempted to do that, too,...

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07 Feb 2017 Love means My Will is Up to Date

Having worked for two bank trust departments and observed so many complex problems created by the lack of a will, I have always urged clients, friends, and family members to keep their estate planning documents up to date. Those documents include a will, durable power...

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