Tag Archives: forbes
Financial Fraud Is Growing, Post Madoff
Financial fraud is on the rise. You’d think with the increased awareness due to publicity around Bernie Madoff’s $65 billion dollar Ponzi scheme that incidents of financial fraud would have gone down, but instead it has been quite the opposite…
5 Retirement Strategies that No Longer Work
By Liz Davidson | Forbes – Thu, Sep 1, 2011 You just can’t count on normal anymore. I was thinking about this last week when the earthquake hit and I had to duck for cover under a desk while in a meeting [Read more...]
Retirement Is Blocked By The Revolving Door
I did an informal poll at the office asking the following question: if you had adult children (say age 30), would you want them to live with you, or would you encourage them to get out and be independent? The [Read more...]
4 Steps to Deal with Your Own Debt Ceiling
Now that the President and Congress have reached an agreement to raise the debt ceiling and are hopefully beginning to take the difficult steps to actually balance the federal budget, perhaps it’s a good time to start thinking about our [Read more...]
How Your Tax Refund is Making You Poorer
The IRS gave taxpayers an extra day, which thoughtfully included a weekend (until April 18th), to finish tax returns and send them in this year…
Stop Telling Me to Work Until Seventy
You can’t open a newspaper lately without reading an article with a headline containing the words “work until 70”. This past weekend, I saw a story with a photo of an elderly woman sitting at a sewing machine working on [Read more...]
Employees Recovering From Recession, But Watch For Retirement Crisis
New research from Financial Finesse, a leading provider of financial education programs to over 500,000 employees from more than 300 corporations (including Aetna, General Mills, and more), municipalities and credit unions, reports that employees are becoming more proactive about their [Read more...]
Ugly Truths About the Recession and How to Deal with Them
I opened my inbox today to find more stories about how things have changed. While the recession is technically over, its effects may linger a while; so long that economists have coined the term “new normal” to describe the post-recession [Read more...]
Think Twice Before Becoming a Co-trustee of a Family Trust
Imagine your entire extended family angry with you, emotionally charged about their parent’s money. You are getting emails with “shame on you” in them and you are headed off to court to sit across the room from the cousins you [Read more...]
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