All content Archive | December 2019

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December 31st
- Buttress a Nest Egg With a Cash Stash
- You Need an Asset Allocation Plan Even More in a Bull Market
- Pros, Cons and Possible Disasters after SECURE Act
December 30th
- Does Your Credit Card Measure Up?
- The Kiplinger Letter's Must-Read Political and Economic Forecasts for 2020
- Financial Planning Tips for Families From Knight Kiplinger (Ep. 6 Rebroadcast)
- 4 Estate Strategies for Affluent Retirees Under the SECURE Act
- A Warning for All Owners of Personal Breathalyzers
December 27th
- Minivans: What’s Not to Like?
- 5 Marvelous Mid-Cap Funds
- Eco-Friendly Tips for Sustainable Trips
- Let Me Explain
- 4 Reasons to Sell a Mutual Fund
- AMG TimesSquare International Small Cap’s Turnaround
- Vanguard High-Yield Tax-Exempt: Don’t Call It Junk
- Taxable Munis? They’re Worth a Look
- Hoya Capital Housing (HOMZ): A Well-Built ETF
- Luxury Stocks: Profit from Indulgence
- Look Out for These Scams
- Track Your Charitable Donations Online
- Should You Bank With Google?
- Great Getaways That Won’t Break the Bank
- How to Beat Pesky Fees
- Make Charitable Giving Part of Your Holiday Season — and Part of Your Financial Life
- How to Stay Flexible in Saving for Your Child's Future
- One Retirement Risk You May Have Overlooked
December 26th
- Electric Cars Cruise Into the Mainstream
- 10 Moves to Make Sure You Have Enough Money in Retirement
- Financial Surprises Retirees (and Those About to Retire) Want to Avoid
- Reach Your Money Goals in 2020 with a Financial Bucket List
December 24th
- A Retiree’s Guide to Key Dates in 2020
- Financial Advice Women Should Seek Before Divorcing or Separating
- A Widow's Broker Made a Huge Mistake
December 23rd
- Test-Drive Your Retirement
- Couples and Money: When Together Is Better
- Year-End Money Moves to Make Right Now
- Make Time for a Retirement Checkup
- How to Pay for Pricey Prescriptions
- How to Crunch the Numbers on When to Claim Social Security
- 5 Things Affluent Retirees Should Do Now that the SECURE Act Has Passed
December 20th
- The Biggest 401(k) Mistake People Make
- 3 Resolutions for Investing in 2020: How to Make the Most of Your Portfolio
December 19th
- 10 Ways the SECURE Act Will Impact Your Retirement Savings
- Retiring with Confidence Begins with Why...then How
- Accredited Investors, Tread Lightly
- Observations from the Brink of Retirement
December 18th
- The Top 10 Stocks of the Past Decade
- Retirees, Reward Yourself With a Cash Back Card
- Avoid the Tax Trap Most Couples Don't Want to Think About
December 17th
- Retirees, Cover Your Trip and Your Health, Too
- How to Pick a Cell Phone Plan That Makes Retirement Travel a Breeze
- Are You Working with a Retirement Specialist?
- The Start-Up Dilemma: How Entrepreneurs Can Thrive in Today's Economic Climate
- Insider Interview: The Future of Social Security
December 16th
- New Tech Ideas for Aging Well
- Managing Inflation Risk in Retirement
- 3 Ways to Maximize Your Charitable Giving This Year and Beyond
December 13th
- Retirees, Don't Get Stranded Hunting Returns
- Investment Plans without Tax Strategies – a Losing Proposition
- Want to Retire in Harmony? Make Sure All Parts of Your Plan Are in Sync
- Don't Let Unexpected Taxes Diminish Your Retirement Dreams
December 12th
- The 9 Types of People You'll Meet in Retirement
- Social Security: The Basics of When to Claim Your Benefit
December 11th
- Cambridge Savings Bank’s Path To Success Involves Investment in Community and Employees
- 14 Best Things to Buy at Aldi for the Holidays
- When Used Correctly, Deferred Annuities Deliver Powerful Tax Advantages
- Welcome Home, Kids: Now, Let's Talk Money and Wills
December 10th
- How 2-Career Couples Can Succeed in Marriage
- For a Happy Retirement, Be Like Bill Gates
December 9th
- Money-Smart Strategies for Charitable Giving
- 3 Tips to Lower Your Portfolio Risk
- Parents Who Pay for Everything Shortchange Their Kids
December 6th
- Morningstar Fund Ratings Adopt a Stricter Curve
- 7 Stocks Still at Risk From Trade-War Shenanigans
- Give Story – Not Stuff – for the Holidays
- Enjoy Your Latte and Retirement, Too
December 5th
- 4 Tax-Smart Ways to Give to Charities
- 401(k) and IRA Advice Especially for Women
- 401(k), 403(b), TSP Contribution Limits Climb in 2020
December 4th
- How to Cut Your Investment Fees in Half
- Final Year-End Financial Steps to Get the Most from Your Money
- Till Debt Do We Part: The Golden Years Are Tarnishing
December 3rd
- Where to Invest in 2020
- 11 Tech Stocks to Buy for Super-Sized Software Profits
- How Much You Need to Save Annually to Build Your Own Wealth (and Where to Stash That Cash)
- A 2019 Checklist: Wrap Up the Year Right
- 10 Common Estate Planning Mistakes (and How to Avoid Them)
December 2nd
- How to Sleep Soundly During a Volatile Market
- How to Sleep Soundly During a Volatile Market
- 5 Ways to Increase Retirement Income in a Low-Yield World
- Risk Tolerance in the Bull Market Era
- 17 People You Should Tip for the Holidays