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

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February 11, 2023

Market Roundup: Covering Feb 6 – Feb. 10, 2023; Case Study: Protecting Your Money From Cognitive Decline; Q&A Time: When should I choose a mutual fund over an ETF?

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December 10, 2022

Market Roundup: Covering Dec. 5 – Dec. 9, 2022; Case Study: Tale of Two Investors and Dollar Cost Averaging; Q&A Time: Equal-Weight S&P Index Funds and Planning a Short Life Expectancy

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October 8, 2022

Market Roundup: Covering Oct. 3 – Oct. 7, 2022; Case Study: Disability Insurance: Protect your Ability to Earn; Q&A Time: Mutual Funds, Required Minimum Distributions, and Qualified Charitable Distributions

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