Yearly Archives: 2015

Child Support in a Divorce


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Managing Child Support Divorce is never a easy process to deal with and certainly adding the child support to the mix of stress isn’t without its difficulties. A fairly new service called “SupportPay” has become available to protect divorcing couples by providing certified proof that child support payments have been paid. The program is designed…read more »

Year-End Tax Planning 2015


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Guide to Tax Planning for 2015 – Year End With the 2015 year coming to a quick close, it’s time to do some year-end tax planning. Specifically, I am referring to your investment portfolio centered around your regular taxable accounts. If you are over 70 ½ year old or older, do not forget to review…read more »

Investment Ideas Bi-Monthly – Monday Dec. 21, 2015


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Investment Ideas (Monday – Dec. 21 2015) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but a…read more »

The Cost of Long-Term Care


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Long Term Care Most people prefer not to live in a “Nursing Home” in their retirement years, however sometimes we have no choice for ourselves or our love ones. Long-term care insurance policies tend to be expensive, but newer products help consumers protect against the care expenses that come with aging. Newer policies are a…read more »

How to Track Your Stop Losses


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Stop Losses Beginning toward the end of February of this coming year, stop losses limit order allowed by brokerage firms will cease. Well those that are traded on the NYSE will be affected, not sure how the new rules will work with trades over the Nasdaq and American Stock Exchanges. Last week the NYSE announced…read more »

Investment Ideas Bi-Monthly – Monday Dec. 07, 2015


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Investment Ideas (Monday – Dec. 07 2015) A bi-monthly forecast and investment ideas covering a range of technical and fundamental analysis securities to assist you in when to buy and when to sell a specific security. This is informational only and is not meant as a recommendation to buy or sell any security, but a…read more »

How Much to Withdraw During Retirement?


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The 4 % Rule   The purpose for the 4 % rule was to insure that a retiree would not run out of assets during retirement years. The real question is how much to withdraw during retirement? What if you want a higher life style that the 4 % rule would allow? The main adjective…read more »

Placing REITs in an IRA


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REITS in Retirement Account The major advantage of REITs (Real Estate Investment Trusts) for investors is the dividend yield that they offer compared to other dividend paying common stock. REITs provide dividends and growth as well as diversity in retirement account like an IRA or Roth IRA. The key question today is how will rising…read more »

Investment Ideas Bi-Monthly – Monday Nov. 23, 2015


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Investment Ideas Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. Action Alerts PLUS: Jim Cramer & Jack Mohr from Katie Miller on Vimeo. (Monday – Nov. 23 2015) A bi-monthly forecast and investment ideas covering…read more »

Hard Stop Loss Vs. Trailing Stop Loss


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Stock Stop Losses A stop loss is a predetermined point at which you’ll sell a trading position if it reaches a certain level; there are several variations that an investor can choose. Today I will address two of those Stop Loss strategies that being a “hard stop loss” and “trailing stop loss.” A hard stop…read more »