Ken

November 1, 2013

To Roth or Not to Roth: That’s the Conversion Question

Second thoughts are part of life, which may explain why some investors change their minds about the types of accounts they use for retirement savings. This could be the case…

Ken

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Newsletters

November 1, 2013

Preparing for Medical Expenses with an HSA

According to a 2013 survey, almost 90% of middle-income Americans do not feel prepared to handle the financial cost of a critical illness. Most respondents said they would have to…

Ken

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Newsletters

November 1, 2013

Taking a Measured Approach

The stock market has been on a wild ride since October 2007, when the Dow Jones Industrial Average and the S&P 500 index both hit record highs, only to lose…

Ken

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Newsletters

November 1, 2013

Insurance to Leave a Legacy

Many people purchase term life insurance to help protect their families when their children are young and dependent on them for support. By definition, term policies have ending dates, and…

Ken

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Newsletters

November 1, 2013

Retirees Spark Surge in Small-Business Sales

In the first quarter of 2013, the number of closed business sales increased 56% over the same period in 2012, and the median sales price rose 20% to $180,000.1 According…

Ken

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HOT TOPIC Newsletters

October 28, 2013

HOT TOPIC: Motor City Meltdown — What Happens Now to the Muni Bond Market?

On July 18, 2013, the city of Detroit filed the largest public-sector bankruptcy in U.S. history.1 Though not entirely unexpected, the move unsettled the municipal bond market and generated widespread…

Ken

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Newsletters

October 28, 2013

Protecting Your Family’s Future

At a recent financial industry event, behavioral finance expert Meir Statman tried to put the risk of investment losses in perspective. “The real risks in life are not the stock…

Ken

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Newsletters

October 28, 2013

Want to Be Your Own Boss?

A 2013 study of entrepreneurship found that more than a quarter of workers aged 65 and older plan to start their own businesses in the next three years.1 Developing a…

Ken

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Newsletters

October 28, 2013

The Alternative Minimum Tax Trap

The alternative minimum tax (AMT) was enacted in 1969 after Congress learned that 155 affluent Americans had paid no federal income taxes.1 Although only about 19,000 taxpayers owed the AMT…

Ken

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Newsletters

October 28, 2013

Growth and Value Investing

“Growth” and “value” are distinctions made between types of equity investments. These style labels are generally pinned to certain stocks, market sectors, and indexes. Some investors may prefer one of…

Ken

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