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The Last Taboo

Almost half of Americans say they would rather discuss death, politics or religion than talk about personal finance, reports wealth psychology expert Kathleen Burns Kingsbury, author of a new book on how to talk about money. Talking about money is still the ultimate taboo. In couples, talking about money and sharing information about assets and […]

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Annuity Abuses Rise To Top Of Regulator’s Scam List

Has your broker recommended that you swap an old annuity contract for a newer one? Regulators say that could be a way to scam you out of thousands of dollars. Abusive swaps like these, involving improper annuity exchanges, have risen to the top of the investment scam list at FINRA (FINRA is the organization regulating […]

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Client Advisor Rachael Grattan In New Mexico For Albuquerque Balloon Festival

You don’t want to miss the beautiful pictures Client Advisor Rachael Grattan brought back from the Albuquerque International Balloon Fiesta last week in New Mexico. Rachael was visiting Santa Fe for an investment conference, and stopped by Albuquerque for a glimpse of this truly spectacular annual event, which is famous across the world. The Albuquerque […]

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Room At The Inn: How Baby Boomers Over 60 Are Forging New Careers As Airbnb Hosts

Baby boomers in their 50s and 60s are finding their newest gig in a surprising place. They’re supplementing their income by hosting visitors in their own home using services like Airbnb. For some, it’s all about the money. Earning extra income by renting a spare room can make the difference between keeping their home or […]

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Quote Of The Week: Training Women For The C-Suite

“Women often get too focused on just doing the job and think they need to spend all of their time working. They don’t understand how important it is to build relationships with others who are going to help them do their jobs. We tell women, ‘don’t eat lunch at your desk every day.’ You have […]

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Social Security Set For 2% Increase

Do you receive Social Security benefits? If so, your check will rise 2 percent in 2018, the biggest cost of living adjustment (COLA) in years (you may remember that 2017’s raise was a skimpy 0.3% and 2016’s was zero). For the typical Social Security recipient, that translates into a $27 per month raise. But before you […]

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Extreme Early Retirement: What It Takes To Say Goodbye To Work At Age 40

It’s called “extreme early retirement.” It’s one of the terms used when people want to retire as early as age 40. Mind you, we’re not talking about folks who want to retire to a tiki hut on the beach and keep their living costs below $5,000 per year. We’re talking about affluent people who want […]

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Why ATM Fees Now Cost More Than Your Cup Of Joe At Starbucks

Which costs more? A cup of coffee at Starbucks (which is already not cheap) or the average ATM fee? Believe it or not, the typical out-of-network ATM fee can now set you back more than that morning cup of joe. ATM fees for out-of-network locations have hit a record average cost of $4.57 a pop, […]

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Women And Salary: To Negotiate Or Not?

Research tells us that women often make less money than men because when it comes time to negotiate, they often ask for and expect less, they negotiate less, and when they do negotiate, they may actually get penalized because higher-ups perceive them as “pushy” or “bossy.” It can be a no-win situation. I was in […]

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Not Ready For Retirement? Don’t Blame It On The Kids

Haven’t put aside as much as you would like for retirement? Don’t blame it on the kids. “While having children leads to a moderate increase in the likelihood of being at risk (for retirement), the influence of children is considerably smaller than other factors,” says the Center for Retirement Research at Boston College (CRR). It’s true […]

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