11th March 2011
The government just closed a very attractive Social Security loophole that used to give folks, if they used the rule correctly, what amounted to be an interest free loan. It essentially allowed you to take advantage of what I call a "do-over." You could ...
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20th January 2011
Have you ever heard a stock broker, financial advisor, maybe even an insurance agent say something like, "Don't worry the investment company pays me, or the annuity company, or the mutual fund, or the insurance company pays me, so you don't have to?"
T...
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12th January 2011
By now you've probably heard that North and South Korea started shooting at each other - which served as a reminder to me (and I hope you as well) that what we call "the economy" is no longer a US economy. It's a global economy, and it becomes more and mo...
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20th December 2010
Have you heard the reports about how the government is looking at giving 401(k) plans and their participants the option of moving some of your money into a guaranteed income annuity? If you're wondering whether this type of annuity makes sense for you …ke...
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29th November 2010
Copyright (c) 2010 Brian Fricke
Successful investors have a system. They have rules that they follow and that they don't deviate from. Take Warren Buffett. In the 1990's, he did not get into the Internet companies. People thought he was nuts. And what ...
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17th November 2010
Copyright (c) 2010 Brian Fricke
In the early 2000's, we had the technology bubble. More recently, we had the real estate bubble. Now, I see two new bubbles that may be developing - and may be putting your nest egg at risk. I'm talking about bonds an...
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29th October 2010
Copyright (c) 2010 Brian Fricke
Today, I want to take a closer look at mistakes that could cost you big money when it comes to your financial security and a worry free retirement. This might be a little controversial, and that's okay. My purpose here ...
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06th August 2010
Copyright (c) 2010 Brian Fricke
From my experiences over the last couple of decades, I’ve observed that folks tend to have a less stressful and more worry free retirement when they don’t have the burden of debt in their life. Which is why I believe you...
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03rd August 2010
Copyright (c) 2010 Brian Fricke
I get a lot of calls and emails from people who aren’t happy with their investments – people who were led in a certain direction by a financial advisor, only to learn later on they didn’t have all the information they ne...
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08th July 2010
Copyright (c) 2010 Brian Fricke
Whether you are collecting social security benefits now or looking forward to that day at some point in the future, there are some options a lot of people just aren't aware of. They may or may not apply to you ' everybod...
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23rd June 2010
Copyright (c) 2010 Brian Fricke
Do you have a stock ? a favorite company that you are partial to ? that you don?t want to get rid of regardless of what all the research or tea leaves might be indicating? We call this stock a legacy holding.
If you h...
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03rd June 2010
Copyright (c) 2010 Brian Fricke
It's a common misconception ' that in order to have enough money to get through the rest of your life, you want a withdrawal rate of no more than 4-6% of your investment account(s). Maybe you are following this so-called...
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24th May 2010
Copyright (c) 2010 Brian Fricke
Years ago, I got a phone call from a gentleman, and the moment he called, I knew without a doubt something was wrong. How? Because this man had never taken an interest in his and his wife?s finances ? he had delegated th...
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10th May 2010
Copyright (c) 2010 Brian Fricke
It seemed like the markets started off 2010 very similar to last year. Not quite as stressed out, but January and February were not, shall we say, stellar in terms of market performance. And then in March things came roa...
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26th April 2010
Copyright (c) 2010 Brian Fricke
Well, our friends in Washington DC pulled another fast one. No, I?m not talking about Obamacare.
There?s a bill making the rounds in Congress called the ?Restoring American Financial Stability Act of 2010?. There was ...
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