Category: Investing

Retirement, Income, Tax & Estate Planning.

Radio Caller Questions: IRA Q&A

Every week we get a number of email questions that we try to answer on the air (by the way, you can now hear us on WNTP 990AM on Saturdays at 8 a.m. along with our usual spot on Sundays at noon). Below are a few of the more interesting ones we’ve received lately. If…
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July 9, 2015 0

Survive and Advance

Since I’m the quarterback, I probably shouldn’t be talking about basketball, but here goes… March Madness is all about ‘Survive and Advance.’  In order to continue playing and prevent the season from being over, you have to win to move on to the next round.  In today’s ever changing and volatile economic arena, your retirement…
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March 25, 2015 0

To Buy Or Not To Buy?

Since the beginning of the year, at least a dozen clients have asked me whether it’s the right time to buy gold or buy into the energy sector.  Both are good questions. Let’s look at gold first.  As I write this, gold is trading at $1,220 an ounce.  In 2008 it was trading at $850…
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March 4, 2015 0

Is This The Beginning Of The Much-Anticipated Bear Market?

With the market gyrations over the past month, the big question is simply this: are we looking at the beginning of a bear market, or is this nothing more than a minor blip as markets continue their path up?  While I’m optimistic that the market has another year or two to run, really…who knows? This…
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January 14, 2015 0

Still Need To Make An IRA Contribution For 2014? Read This!

Although 2014 will quickly become a distant memory, the IRS has a way of making the old year linger on until at least April 15th.  Here’s a quick overview of IRA and Roth contributions that can still be taken for 2014. Are you still working and did you have income from wages last year?  If so, you (and…
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January 7, 2015 0

Should You Contribute to a Traditional or a Roth IRA?

Are you still working and did you have income from wages this year?  If so, you (and your spouse) can add money to your IRA accounts this year.  If you’re over 50, you can contribute up to $6,500 per year per person.  Under 50, the maximum contribution is $5,500 this year  If you’re over 70 ½, you can’t contribute to…
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December 18, 2014 0

Location, Location, Location

When we hear the words “location, location, location”, we know folks are talking about real estate, as the value of a property can vary so much depending on its location. The same can be said regarding your money. Money can much more valuable and worth so much more if it is being saved and invested…
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September 9, 2014 0

What Grandparents Need to Know about 529 Plans

Many of my clients tell me about the level of anxiety they are feeling today, but not about their own situation but rather the future for their kids and grandkids.  Many fear the next few generations won’t do as well as they did and this keeps many a grandmother awake at night. I often get…
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September 4, 2014 0

Are You Clueless?

I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down mentally until after Labor Day, just put this column aside until you are ready to re-engage. Sometimes I feel like I sound like a broken…
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August 28, 2014 0

Back To School Time for Your Retirement

With summer just about over, it’s that time again – time for kids and grandkids to go back to school.  The past few weeks have been full of purchases and preparation by parents and grandparents all across America to get the kids prepared for the new school year. Just as important, this is also the…
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August 21, 2014 0