Is a Free Financial Literacy Class Overpriced? A Closer Look

Discover why free financial literacy seminars can often feel like a rip-off. From biased agendas to missing critical information, delve into the hidden costs of these seemingly no-cost classes. – 

A New Approach to Social Security? Trading Benefits for Tax Credits

Learn how a tax credit option could benefit both Social Security and high-income Medicare recipients. – May 02, 2024

A Closer Look at Inflation — Then and Now

The ‘70s had much better music but much worse inflation! –

Is Recession a Stock Killer? Not Always!

There may or may not be a recession on the way. But if there is, your portfolio may not suffer. Our expert has the details. – Aug 25, 2023

Is a ‘Double Negative’ in the S&P 500 Index coming?

The S&P 500 Index had a return of -18.11% for the calendar year 2022. If we exclude the dividends generated by the Index, the return was -19.44%. What are the chances we will have a negative year in 2023, resulting in a Double Negative? We asked an expert to explain. – 

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A New Investment Plan: Buy Low and Hold

I wanted to use one of my favorite words, epiphany, in the title. It didn’t make it there but found its way into the first sentence. I was trying to determine which criteria were valid and relevant in determining when to enter and when to leave the stock markets. The finding was an epiphany for me.

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Teach Your Children “Wellth”

The title for this piece was influenced by a lyric in a song written by Graham Nash of Crosby, Stills, Nash & Young. You don’t have to be a fan of classic folk rock to appreciate the message in this essay.

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