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pyramid-investing

The Pyramid For Portfolio Profits

April 1, 2000

It’s been a wild time in the markets, and that can make for dangerous times for investors. The stocks with the biggest gains in 1999 were those with no earnings and big losses. Meanwhile, uncertainty about inflation, interest rates, and the economy make the stock markets very volatile. Many investors are thinking of overhauling their […]

new-mortgage

Tips on Getting The Right New Mortgage

April 1, 2000

Mortgage interest rates are tumbling, spurring many people to buy homes or refinance current mortgages. When shopping for a mortgage, one of the first decisions is whether to choose a fixed rate or adjustable rate mortgage (ARM), sometimes known as a variable rate mortgage. Often there is a meaningful difference, or spread, between interest rates […]

boost-yields

Easy, No-Risk Ways To Boost Dividend Yields

March 31, 2000

Income investors have had a rough time. Even after the recent run-up in interest rates, yields still are far below what they were a few years ago. Income investors whose investments have matured have had to reinvest to receive lower income. It is understandable that long time income investors don’t want to take the risk […]

how-to-get-the-most-from-bank-fees

How to Get the Most from Bank Fees

March 1, 2000

You are paying about $200 annually in bank fees, according to recent surveys. There are many different fees. I even got charged an excess account activity fee. Fortunately, the financial services revolution continues. Deregulation, technology, and competition give you a number of ways to reduce these fees or get your money’s worth from them. Here’s […]

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What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.

insurance-buying-tips

7 Shrewd Insurance-Buying Tips

March 1, 2000

Insurance mistakes can be among the most expensive financial mistakes. Own too much insurance or the wrong insurance, and each year you’ll pay hundreds or thousands of dollars in premiums that don’t do you much good. Own too little insurance, and you could end up paying for losses that easily and cheaply could have been […]

profit-from-insurance-annuities

Profiting From “Excess” Annuities and Cash Value Life Insurance

March 1, 2000

Many of you own annuities or cash value life insurance that no longer fit your needs. They were good ideas when you bought them. But times have changed, and so have your needs. Fortunately, there are strategies you can use to enhance the value of these policies to you. Let’s look at a creative strategy […]

best-tuition-savings-plan

Finding The Best Tuition Savings Plan

March 1, 2000

Retirement Watch readers were among the first to learn about the great estate planning and investment benefits of qualified tuition savings plans (QTSPs), also known as Section 529 plans. Now, there are so many plans available that you can get even more benefits by finding the best plan for you or using several plans at […]

smart-ways-to-make-gifts

Smart Ways to Make Gifts

February 1, 2000

It’s gift giving season, at least it is for those who want to make shrewd income tax and estate planning moves. While most people don’t make annual estate planning gifts at all and those that do make them in December, the first part of the year is the best time to make tax-wise gifts. Making […]

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