Grats are great grab, but clock is ticking
Article in Investment News
"Even if the GRAT doesn't appreciate more than the interest rate, investors don't lose anything....It just means that no gifts go to children or family members." Susan is quoted here.
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Commodities: The Tipping Point?
Article in Business Week. ..."commodities have become a highly volatile investment class." Susan is Quoted here. |
Tax Diversification for Retirement Accounts
Article in Business Week. "...suggests further diversifying your pre-retirement savings into as many as five 'buckets'". Susan is Quoted here. |
Setting -- and Achieving -- Financial Goals
Ben Steveman, BusinessWeek "A lot of what fills people's budgets is unintentional," Susan is Quoted Here. |
Flying Solo in the Golden Years
Article in Business Week "Think through what your support system would be should you face incapacity," Susan is Quoted Here |
Money Guide: How to Pick a Planner
Jane Bryant Quinn, Newsweek |
5 worst investment ideas of the year
Tim Middleton, MSN Money |
Why Can't Americans Save a Dime
Marilyn Gardner, staff writer of The Christian Science Monitor
Remember when credit was just for homes and cars? For the first time since the Great Depression, Americans’ savings rate has been negative for a year. |
The worst retirement investment you can make
Liz Pulliam Weston
High fees, low flexibility and 'horrendous' tax treatment make variable annuities less attractive than ever, except to the people who sell them. |
So you want to be a millionaire
Liz Pulliam Weston
Me, too -- in fact, I'm already there, and so are a lot of folks who shun lightning-strike fantasies about wealth. You can do what we did. |
When Your Paycheck Stops
Jane Bryant Quinn, Newsweek.
Ready to retire? Better make sure you can afford it. Here's how to make the most of what you've stashed in your piggy bank. Susan is Quoted Here |
Give the gift of financial peace of mind
Marc Hogan, BusinessWeek.
Let's face it: Mom and Dad can do without a bouquet of flowers or necktie Susan is Quoted Here |
Think cash is good only as a safe haven
Tim Middleton, Courtesy of http://moneycentral.msn.com
Think again. These days, the return on cash can be better than the return on stocks. Here's how to lock in the top returns. In this weird world, cash beats stocks, Susan is Quoted Here |