We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? This week on the show we field a listener question about whether their concern about federal spending should be reflected in their…
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401k Rollovers: Should I Roll My 401k Into an IRA? Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like. And when you…
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Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me Downsizing in retirement from your large, long-held family home is a popular concept for retirees, but may not always…
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Reducing Taxes With Charitable Giving There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about…
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Will Social Security Run Out? Should I File Before It Does? Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble in the next few…
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It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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Lowest Cost States: Should We Move to Reduce Costs in Retirement? Financial media love to create lists of the “best” and “lowest cost” states to retire in. This week we answer a question about the…
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Do I Really Need a Living Trust? This week on Grow Money Business we answered a listener question about trusts and estate planning. Our faithful listener spoke with an attorney about estate planning recently, who…
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I’d Like to Retire Early but I’m Concerned About the Penalties To retire early is a popular goal for many, but actually making it happen can be challenging. One major obstacle is the early withdrawal…
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International Diversification: Why Would I Ever Want to Invest in Other Countries ? One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock…
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