Investments

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August 22, 2011
Investments, Trusts

Responsibility of Trustee Managing Trusts with Investments

Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...

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June 24, 2011
Financial Planning, Retirement Planning

How Much Money / Income do I Need in Order to retirement?

The key to retirement is “cash flow.”  If at all possible, you want enough monthly “cash flow” to exceed your...

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June 22, 2011
Investments, Short QA

Are 401(k)’s Really a Good Investment?

"Twice in the last decade I have watched my 401(k) lose almost one-half of its value. That doesn’t sound like...

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June 21, 2011
Investments, Short QA

Dividend Paying Stocks for People Starting to Plan for Retirement

Many of the companies that you want to own have Dividend Reinvestment Plans (DRIPs) in which you can accumulate shares...

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June 5, 2011
Investments

Beware: Higher Yielding Investments Can Have Higher Risks

Interest rates on bank CDs and money market funds have been at historic lows over the last several years. Sure,...

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June 5, 2011
Investments, Short QA

Due Diligence on Stockbrokers Before Investing is Always Prudent

Question: A stockbrokers has solicited me to open a brokerage account with him. He seems like an honest person who...