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Every government program has its technical requirements and details. Make a mistake or overlook a key point, and you lose some benefits or pay a penalty. Medicare is no different, but the consequences of an error can be very expensive. Here are some frequent mistakes to avoid. Medicare wants you to sign up when you’re […]
April 29, 2011 08:00 p.m. A Turning Point in the Economy The economy is nearing a turning point, and few investors seem to realize it. We’ve been expecting it for a while and have our portfolios well-positioned for it. But as the point draws near, we’re becoming more cautious with the portfolios. The sell signals […]
Folks age 50 and over, especially small business owners, generally are playing catch-up with their retirement savings. Many self-employed and small business owners don’t know all the retirement plan options available to them to enhance their savings. That’s understandable. There are many pension plan options available, and several were created quietly by Congress over the […]
Estate Planning isn’t dead, not by a long shot. Traditionally, for many people estate planning means estate tax reduction. They figure if their estates aren’t going to be hit with federal estate taxes, they don’t need a plan. Now, with estates up to $5 million ($10 million for married couples) exempt from the federal estate […]
In my new Retirement Watch Spotlight Series, I’ll share my newest breakthrough strategies for protecting your assets and growing your portfolio, including how to prepare for the next market downturn. Click here now to learn more.
The annuity market is changing rapidly. Investors interested in any type of annuity or that already own annuities need to be aware of the changes. They also need to stay informed of what’s happening in the market, because more changes are likely. One major change is insurers dropping out of annuity markets. Both fixed and […]
Here are some tax tips that can help with your 2010 income tax returns and your planning for 2011 and later. Those in Medicare Part D prescription drug plans probably know that under the Affordable Health Care Act the coverage gap, or doughnut hole, is being phased out. In 2010, members whose prescription drug costs […]
People need financial advice. People don’t trust financial advisors. That’s the unfortunate conundrum facing most Americans these days. Americans now are responsible for much of their support during their post-career years. Employer-provided pensions and medical expense reimbursements are fading into the past. Even those who retire with those benefits should expect them to be reduced […]
March 23, 2011 10:45 a.m. Cohen & Steers Preferred Securities & Income In the April 2011 issue I recommended purchasing Cohen & Steers Preferred Securities & Income. Some of you report that you are unable to buy the fund through your preferred broker. Others want an alternative in your current mutual fund group. Here’s what […]
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