Category Archives: Debt

Paying Off Your Mortgage: Is It Worth It?

In previous times, people approaching retirement were also looking forward to having a debt-free home. In fact, retiring and paying off the mortgage became almost simultaneous rites of passage for those who had spent the previous thirty years or more … Continue Reading

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Financial Stress Rings in the New Year

A December survey by the National Endowment for Financial Education® (NEFE) finds more than two thirds (68 percent) of U.S. adults will make a financial New Year’s resolution for 2017. Saving money (53 percent) tops the list, followed by managing … Continue Reading

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Let’s Put the Federal Debt into Perspective

Last year, in the midst of federal debt crisis, I observed in a client newsletter (Let’s Put the Federal Debt and Budget Crises in Perspective) that as painful as the fractious debate over raising the nation’s debt ceiling was, that … Continue Reading

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Brokerage Firms Must Report Investment Gains; Plus S&P Downgrade

In an effort to ensure everyone pays their fair share of taxes, on January 1st of this year, the Federal government began requiring brokerage firms and other custodians to calculate and report gains or losses on certain customer trades to … Continue Reading

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