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Risk Free Returns?

A bank teller told a client he should put his maturing CD in an investment that would provide a 4% guaranteed return instead of the .25% CD rate the bank was offering.   Another client submitted paperwork to start receiving income from a maturing annuity and was...

Don’t Let Your Ex Get Your 401(k)

(from Jane Bryant Quinn’s Dimespring article dated 4/8/2013.  Click here for the original post. Jane is a nationally known commentator on personal finance with books and columns read and trusted by millions.  Read more of Jane’s work here.) The story of...

Learning from Children about Charity

My husband works for the Leukemia and Lymphoma Society.  Through his job I am able to witness medical miracles, courageous determination and amazing acts of selflessness.  Many times, it is a child who amazes me the most. In his current campaign, Man and Woman of the...

With the First Pick…

I have to admit to listening to sports radio as an occasional guilty pleasure.  It’s not the highest form of communication, but can be a good mix for getting up to speed on the latest in the sports world and a welcome break from the news in Washington and on Wall...

When the Wheels Fall Off

When facing the unexpected, plans made under normal circumstances are often abandoned for overly emotional reactions. Sticking to a well designed plan when the wheels fall off can mean the difference between long term success or failure with our finances. Click below...