Monthly Archives: November 2011

Working Past 70 and a Half

Tweet If you have ever sat through a retirement planning workshop then you probably know that 401(k) plans and traditional IRAs are subject to required minimum distributions (RMDs) starting in the year you turn 70 ½, but what you might … Continue reading

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Wellness Programs Actually Do Protect Both Health AND Wealth

Tweet Last Sunday started out as a typical fall weekend morning.  My husband, Dave, had gotten up early in the morning, donned his camouflage pants and mud boots, and was getting ready to go out beyond our backyard to scope … Continue reading

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The Most Important Lessons in Life are the Unspoken Ones

Tweet My mother-in-law, Stella Anderson, passed away in her sleep last month with her family at her side at the age of 97.  She was dearly loved and will surely be missed.  At her memorial service, her granddaughter (my niece) … Continue reading

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The Truth About Target Date Funds

Tweet I read this article on Bankrate.com about investors’ belief that target date funds come with a guarantee of a sufficient retirement income. The statistics are a little bit startling (51 percent — of people investing their retirement savings in … Continue reading

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The Biggest Myths About Social Security

Tweet In talking to people all over the country about their retirement, there are two big myths I’ve noticed when it comes to Social Security. The first one (which I hear less and less) is that there’s an account set … Continue reading

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GUEST BLOG POST: The Course to Financial Success: A Marathon, Not a Sprint

Tweet On Sunday, October 30th, I ran the Marine Corps Marathon in Washington, DC. Call it a “runner’s high,” or chalk it up to trying to distract myself from my painful feet, but I spent much of those five-plus hours … Continue reading

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3 Ways to Save when Holiday Shopping for Kids

Tweet There are 46 shopping days left until Christmas, and if you’re anything like me, nothing squashes your holiday spirit faster than being at the mall standing in line to purchase overpriced merchandise on Christmas eve with a thousand other … Continue reading

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Thumbs Up to the Rules of Thumb

Tweet When ordering take-out last night for my family, I used a rule of thumb that when you order Chinese food, you should ask for one entree less than the number of people in the group to avoid unwanted leftovers.  … Continue reading

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A Bear Market is Your Friend

Tweet A friend of mine posted this comment on Facebook last week “Yeah!  The market is up 345 points! Finally it is going in the right direction.”  Well, I was NOT happy at all to hear this news.  You see, … Continue reading

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3 Smart (and Not So Smart) Tax Decisions by Retirees

Tweet In my blog last week, I talked about how looking at the future of tax policy may be an interesting hobby (especially if you’re a geek like me!), but that it really isn’t all that useful in the present.  But, … Continue reading

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