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Article
06
Jun 07

When It Comes To College Saving, Keep It Simple

Q. How about some guidance on saving for college. My daughters both have new babies and want to start saving for college. I recommended mutual funds with Vanguard. One son-in-law wants to fund college through a life insurance program with a fraternity brother. They will listen to you. ---D.D., by email...

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Article
20
Jul 06

The Best Retirement Formula: Make Your Own

Q. Please email me your formula for figuring how much money it takes to retire. I am 72 and still working. ---J.A., by email from Dallas, TX A. For better or worse, I have no such formula. The best we can do is come up with different rules of thumb, all of which have the accuracy and grace of thumbs...

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Article
19
Jan 06

Yes, You Can Have Too Much of a Good Thing

Q. My wife and I have about $320,000 of investments. About a third of that amount is invested in two royalty investment trusts. One is oil-based, and the other is in natural gas. Even after the recent dunking the energy market has taken, we are still 20 percent above water on these. Obviously, we are...

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Article
15
Dec 05

Worried about interest rates? Build a ladder.

Q. In May I made a 7 figure deposit with a very large Boston wealth management firm. They invested 60 percent in equities and 40 percent in their intermediate bond fund. I protested when I saw the intermediate bond fund and forced them to exit it. As an alternative, I bought 90 day Treasury bills earning...

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Article
01
Jul 04

Balance, Not Safety or Big Bets, Brings Good Returns

Q. I am so tired of taking devastating losses in stocks and bonds. I am 66 years old and was wondering if buying long term CDs (even at today's low rates) makes sense? I have accounts at Vanguard, Fidelity, T. Rowe Price and Schwab. One Vanguard newsletter advisor suggests Vanguard Health Care and Capital...

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Article
31
Dec 03

Welcome to the world of small 401(k) plans

Q. I am currently employed by a company offering a Simple IRA. They match the first 3%. This is great, but the only fund company they are offering is John Hancock Funds, with class A, B, or C shares, and horrendous yearly expenses. Should I invest anyway to get the match, or leave it alone and invest...

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Article
17
Oct 02

The Investment Advantage of Stocks May Be Declining

Q. Now retired, most of my asset allocation is in fixed income mutual funds with Vanguard. Several friends use financial advisors, who invest primarily in stocks. Is one method recommended over the other, and why? I suspect many asset allocation investors would like your responses on costs, returns,...

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Article
12
Sep 02

Check Your Tax Bracket Before You Seek Tax-Free Income

Q. I am a retired teacher. I want to put my money into something that will give me a monthly return, but is also safe. I invested a lot of money in the stock market and lost almost all of it, so I do not want to get back into the stock market at all. Currently, I have about $150,000 in the Smith Barney...

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Article
29
Aug 02

Defined Benefit Pension Plans Have Limits

Q. Which is preferred, a defined benefit or a defined contribution pension plan? As I'm sure there is no one-blanket answer to cover all scenarios, what are the important factors to consider in evaluating the different plans? My company is offering current employees the one-time option to individually...

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Article
04
Jul 02

Health Insurance Is A Necessity, Not a Luxury

Q. My wife and I will soon both be self-employed and we're trying to figure out how to handle health coverage. We are physically fit non-smokers in our early 30's. Even so, the insurance premiums for high-deductible ($5,000) policies for our family of three (we have a young daughter) will run close to...

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