December14

Oil Plunge and Janet’s “Considerable” Dilemma

Considerable adjective: large in size, amount, or quantity “Considerable” is the word of the week, as all eyes move from plunging oil markets to the Federal Reserve. This week, central bank officials gather for their last policy confab of the year. With bond buying now done and the economy expanding, the big question is: how
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December12

#197 The Birthday Show

What better way to celebrate my birthday week than to hang with my radio/podcast family! Thanks for all of the warm wishes and the great questions, starting with VJ from CT, who is gearing up to purchase his first house. (Here’s the New York Times calculator that I spoke about during the show!) After reviewing
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December08

8 Year-End Tax Planning Tips 2014

Before you shutdown for the holidays, remember that just a few hours spent reviewing your financial life, may help boost your bottom line – and put a dent in your holiday shopping bills! Here are eight ideas to consider, which could minimize taxes before we ring in 2015. 1. Sell winners in taxable accounts. In 2014
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December08

5 Year-End Retirement Tips for 2014

With just weeks to go before the end of the year, here are five potential money-making/money saving retirement moves to consider. 1. Fully fund employer-sponsored retirement plan contributions. Unlike IRA’s, the deadline for funding 401 (k), 403 (b) or 457 plans is December 31. This year, the limit is $17,500 per employee. If you over
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December06

Best Year for Job Creation Since 1999

Holy Smokes: The government’s November jobs report was waaaaay better than analysts’ expectations. The economy added 321,000 jobs, the biggest gain since January 2012, and the unemployment rate remained at a six-year low of 5.8 percent. The consensus estimate was for 230,000, with a range of about 150,000 to 275,000. Additionally, revisions to the previous
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December05

#196 Small Caps, Student Loans, Inflation

The holiday music is back, putting callers into a jolly mood for the first show of December! Thanks to Steve from CA, who asked about whether or not to add a small company stock index to his $825,ooo portfolio. Small stocks are defined as those with market capitalizations (number of shares outstanding, times the stock price)
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December02

How to Talk to Your Parents About Money

As families come together for the holidays, the last thing anyone may be thinking is, “Gee, I should talk to my folks about their financial situation!” But with busy lives, these gatherings may be a good time to at least broach the topic and to schedule a future date to conduct the dreaded, but necessary
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November30

Charitable Scams

During the holiday season, charities step up their year-end appeals to raise money. While it’s wonderful to support these organizations, it’s important to guard against potential scams, especially if you get a request from an unfamiliar group. The first step is to confirm the group’s name to determine it’s legitimate. Even if it is a
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November29

Will OPEC Decision Halt the Santa Claus Rally?

While you were enjoying your Thanksgiving meal, the 12 members of the Organization of the Petroleum Exporting Countries (OPEC) announced that the cartel would hold its output target at 30 million barrels per day. The decision caused a steep sell off in Brent crude oil (the global benchmark) on the ICE Futures Europe. When U.S. markets
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November26

#195 The Thanksgiving 2014 Show

Have a great Thanksgiving! Download the podcast on iTunes Download the podcast on feedburner Download this week’s show (MP3) Thanks to everyone who participated and to Mark, the BEST producer in the world. Check out Mark’s first-producing credit for this CBS Evening News segment that aired recently. If you have a financial question, there are lots of
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