What BREXIT Means for Long Term Investors–Nothing

Yesterday Britain voted to leave the European Union. Called BREXIT, the vote sent stock markets into turmoil. As of this writing, markets are down as much as nearly 8%: FTSE 100 (London): -4.24% NIKKEI (Japan): -7.92% DAX (Germany): -7.22% HANG SENG (Hong Kong): -2.95% The U.S. futures are also lower, with the DOW down nearly […]

Published or Updated: November 7, 2016

8 Key Financial Numbers for 2015

As is the case each year, important numbers – related to income taxes, retirement, gifts and Social Security – are adjusted to reflect changes in the Consumer Price Index (CPI) or in regard to changes in the law. The folks at T. Rowe Price put out a cheat sheet on all of these number, and […]

Published or Updated: May 4, 2015

Giving Thanks on Thanksgiving 2014

Happy Thanksgiving!  Last week in the newsletter I asked folks to share one thing they are thankful for.  The replies were inspiring, and in some cases, shined hope on what were dark situations. Here are the replies: Charles:  The beginning of healing in the shattered relationship with my parents. Teri:  Thankful for a roof over […]

Published or Updated: November 27, 2014

FICO Introduces New Way to Get Your Credit Score Totally Free

If you’ve recently tried to pull your own credit score, you know that it can get expensive. On the myFICO.com website, copies of your FICO score can cost anywhere from $19.95 to $54.85, depending on whether or not you want to see separate scores from all three major credit bureaus. Since FICO is the score […]

Published or Updated: November 7, 2013

Social Security Sends Erroneous Overpayment Notice in Broken English

My mom called me the other day. From the tone of her voice, I knew instantly that something was wrong. I hate that feeling. She had received a notice from the Social Security Administration. According to the SSA, they had overpaid her $5,657.00 in retirement benefits. Here’s what the letter said in part: We are […]

Published or Updated: November 7, 2013

5 Things We Now Know About Obamacare

We’ve learned a lot about Obamacare in the past week. While the trouble with the HealthCare.gov website has monopolized the news, the site will eventually get fixed. What’s here to stay, however, are the lasting changes the Affordable Care Act has made to health care and medical insurance. Here are the five things we now […]

Published or Updated: April 16, 2014

Consumer Reports Releases Car Reliability Rankings (2013)

Cconsumer Reports has just released its car reliability rankings for 2013. As expected, non-domestic auto manufacturers dominated the top ten spots. There were, however, some surprises. Consumer Reports no longer recommends the Toyota Camry because of less than stellar results on a new Insurance Institute for Highway Safety crash test. Volvo jumped a whopping 13 […]

Published or Updated: October 29, 2013

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