Yes, according to the U.S. Centers for Disease Control and Prevention (CDC), which last year identified senior financial abuse as a public health hazard. Defined as fraud, breach of personal trust, poor investment advice, or improper use of power of attorney, the CDC’s effort highlights the fact that an increasing portion of total American assets…
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When someone contacts me about getting help with his or her investments, more often than not during the discussion a question comes up about the level of returns I‘ve gotten for my clients. I would like to address the various implications of such a question in the hope that it may help some readers better…
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Scott Nations, founder of an investment company that creates option-based funds, explores the sources of the five largest stock market collapses in American history in his recently published book A History Of The United States In Five Crashes. To be clear, Nations is not talking about ordinary market corrections driven by business cycles. He’s addressing…
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As you probably have heard, nearly half of all Americans have had their most sensitive personal data stolen from Equifax, one of the country’s three credit reporting bureaus. This is the biggest single data breach in American history, and we should all be very concerned about this situation. Here are my immediate observations and suggestions,…
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Since Medicare’s inception in 1966, the Part B premium had risen by an average of 7.7% per year. But in 2017 it increased nearly 28% for certain Medicare recipients. It turns out there is a way for you to limit those cost increases. The question is, should you? Let’s start with a quick review of…
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Some positive data about Americans’ personal finances comes to us from the American Institute of CPAs (AICPA). They have been reporting a Personal Financial Satisfaction Index on a quarterly basis since 2004. In spite of its name, though, this index is not based on a survey or poll. It is rather a calculation based on…
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