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Ground Rule # 7: Do the Opposite

Published January 25, 2010 6537 Views

Working my way up we have touched on my rules #10, #9, and #8, all of which are very basic "starter" rules for getting involved with your 401(k) or 403(b) plan at work. Today's rule assumes you are a plan participant and have been contributing for a while. At some point you start to think about what...

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I'M LOVIN IT

Published January 22, 2010 6581 Views

Today McDonald's announced strong fourth quarter results. In 2009 McDonalds served more than 60 million customers! This is up more than 2 million from 2008. McDonald's is a fundamentally sound company that has mastered the art of globalization as well as marketing. In 2009 global sales increased...

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State of the Firm

Published January 22, 2010 6626 Views

Today I am taking a break from the countdown of my Ten Ground Rules for 401(k)/403(b) Success. This afternoon we will hold our second "State of the Firm" meeting. Our purpose in starting this quarterly information session for our employees was to provide information on how we're doing as a firm....

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Ground Rule #8: Better Than a Crystal Ball

Published January 21, 2010 6501 Views

I don't have a crystal ball. And if I did I'm not sure I would know how to use it. It seems like having a crystal ball would come in handy to figure out what investments to choose in your 401(k) or 403(b). You look at a list of funds or go online and see a bunch of choices, maybe read about a few, l...

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Life's Two Certainties: Dentists and Taxes

Published January 21, 2010 6506 Views

I might have re-written that old axiom a little bit, but I'll bet you a new toothbrush none of the readers of this blog have ever successfully avoided the dentist. This week our Experts in You spot features dentist Dr. Ron Heinle and his wife and business partner, Colleen. Everyone has financial...

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Don't fumble the FAFSA

Published January 20, 2010 6876 Views

Over the next few weeks, many of us will be filling out the dreaded FAFSA (Free Application for Federal Student Aid) online to try to score some financial aid for our children in college. Here are some guidelines to help you maximize your future financial aid package: Save money in the parent's n...

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Ground Rule #9: Ignore This

Published January 20, 2010 6484 Views

Sometimes in personal finance - as in the rest of life - you get false clues, things that seem important but lead you astray. Here's how you can spot a false clue and ignore it. Let's assume you are already participating in your employer's retirement plan or are about to start. You have to decide ho...

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Ground Rule #10: Start

Published January 19, 2010 6603 Views

Today I'll start the countdown of my Ten Ground Rules for 401(k)/403(b) Success. These are common sense guidelines I have refined from nearly three decades of talking with clients and observing their results within employer-sponsored retirement plans. The first rule seems so simple and obvious as...

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Expected the unexpected

Published January 15, 2010 6877 Views

Out of the millions of Tylenol tablets that are taken daily it only took 70 to get Johnson and Johnson (JNJ) into a world of trouble with the FDA today. JNJ, which was trading down $1.00 as of 1:48PM, was criticized for not responding to 70 customer complaints in an efficient manner. So does this...

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The Week Ahead

Published January 15, 2010 6379 Views

All week I have been steamed about boffo bonuses at bailed-out banks. Now it's time for me to climb down off my soapbox and get back to offering useful advice for our clients. Next week I will start a countdown of my Ten Ground Rules for 401(k)/403(b) Success. Many employers offer retirement plan...

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