Posts Tagged ‘financial plan’
April 6, 2024
Market Roundup: April 1 – April 5, 2024; Case Study: When to Begin Social Security Benefits; Q&A Time: Social Security Survivors’ Benefit and Windfall Elimination Provision
Read MoreMarch 9, 2024
Market Roundup: Mar. 4 – Mar. 8, 2024; Case Study: Repurposing Life Insurance as an Estate Planning Tool; Q&A Time: Medigap Policies
Read MoreSeptember 16, 2023
Market Roundup: Covering September 11 – September 15, 2023; Case Study: The Surprise Vacation Home Purchase; Q&A Time: Starbucks, Corp.
Read MoreSeptember 9, 2023
Market Roundup: Covering September 5 – September 8, 2023; Case Study: Feeling Broke Once You’ve Retired; Q&A Time: Do European Stocks Offer More Value?
Read MoreJanuary 28, 2023
Market Roundup: Covering Jan. 23 – Jan. 27, 2023; Case Study: We’ve Been Saving and Not Living; Q&A Time: Should I Buy Points on a Mortgage?
Read MoreOctober 22, 2022
Market Roundup: Covering Oct. 17 – Oct. 21, 2022; Case Study: How Social Security Fits in Your Financial Plan; Q&A Time: Recommendations for Income-Producing Stocks
Read MoreOctober 15, 2022
Market Roundup: Covering Oct. 10 – Oct. 14, 2022; Case Study: Fixed Income Investing — Bond Ladders; Q&A Time: Stockpiling Cash and Actively Managed Funds
Read MoreJune 25, 2022
Market Roundup: Covering June 20 – June 24, 2022; Case Study: Mid-Year Review Provides Time to Make Financial Changes; Q&A Time: What to Do with Eight-Year Money Sitting in Cash
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