April 20, 2024

Market Roundup: April 15 – April 19, 2024; Case Study: Financial Moves Coming Out of Tax Season; Q&A Time: Estate Tax and if IRAs are “Judgment Proof”

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September 23, 2023

Market Roundup: Covering September 18 – September 22, 2023; Case Study: Finances for Aging Parents; Q&A Time: Should I invest in both 401(k) plans?

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July 22, 2023

Market Roundup: Covering July 17 – July 21, 2023; Case Study: Rollover for Business Startups; Q&A Time: Investing in Individual Stocks vs. Mutual Funds

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May 20, 2023

Market Roundup: Covering May 15 – May 19, 2023; Case Study: Upcoming Changes to the FAFSA; Q&A Time: What would be a good time to buy in this market environment?

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April 22, 2023

Market Roundup: Covering April 17 – April 21, 2023; Case Study: Pay Attention to FDIC Limits; Q&A Time: Bank of America and UBS Group

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March 25, 2023

Market Roundup: Covering March 20 – March 24, 2023; Case Study: Real Estate as a “Retirement Career;” Q&A Time: Can I avoid the 10% penalty on an early withdrawal from an IRA?

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October 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

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August 20, 2022

Market Roundup: Covering Aug. 15 – Aug. 19, 2022; Case Study: Social Security Strategies When Returning to Work; Q&A Time: The Balance Between “Growth” and “Value”

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