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Notes from The Schwab Impact Conference

BLOG, MARKETS & ECONOMICS, Uncategorized  |  15 Nov 2019

Bullet Points from Greg Valliere’s presentation “An Inside View of Washington” By Jon Aldrich I attended the annual Schwab Impact conference in San Diego last week (I wish I was still out there after coming back to January in November here at home). Schwab Impact is the annual conference for financial advisors that Schwab puts…

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Going Nowhere Fast

BLOG, MARKETS & ECONOMICS  |  7 Oct 2019

By Jon Aldrich If you had went to sleep at the end of September of last year and just woke up, you might think the markets have been pretty boring these last 12 months. Especially, if you just picked up a paper and saw that the S & P 500 was currently around 2900, which…

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(Un) Safe Deposit Boxes

BLOG, ESTATE PLANNING, PERSONAL FINANCE  |  11 Sep 2019

Is That Bank Box Really Secure? By Jon Aldrich You probably consider a bank safe deposit box as a safe, secure place to store some of your precious valuables such as jewelry, watches, coins or important documents. You might want to re-evaluate that notion. Imagine walking into your local bank to access your trusty safe…

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Are You Really Going to Get $125 From the Equifax Settlement?

BLOG, PERSONAL FINANCE  |  14 Aug 2019

By Jon Aldrich You have probably heard by now either on social media, the news, or your friends that everyone is entitled to their $125 for damages from the Equifax data breach in 2017. Wow, this is great, how do I partake in this windfall?  Well, not so fast. There is an inconvenient truth that…

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Think Twice Before You Download That App

By Jon Aldrich Our smartphones have become an indispensable part of daily life to many of us. You not only get phone calls and texts on your little wonder device, but now you use it to surf the internet, play games, navigation, watch movies, hail a ride, take pictures and movies, book vacations, as a…

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Are We Going To Lose The “Stretch” Provision?

BLOG, EDUCATION, PERSONAL FINANCE  |  20 May 2019

A Discussion of some tax proposals affecting IRA’s currently making their way through legislation By Jon Aldrich Over the years we have grown accustomed to the tax laws affecting those of us with IRA’s. You know, the ones, like having to start taking money out at age 70 ½ as a Required Minimum Distribution (RMD)…

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Happy Tax Day! Now, Let’s Shred the Old Stuff

BLOG, PERSONAL FINANCE, TAXES  |  15 Apr 2019

By Jon Aldrich Happy Tax Day! That dreaded day when all of us here in the United States need to make sure that we have settled up with Uncle Sam for the previous year’s tax bill. Maybe you were one of the roughly 72% of taxpayers that received a refund, if so, then this day…

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The Curse of Single Use Plastic

BLOG, OTHER  |  20 Mar 2019

By Jon Aldrich I am not a hard-core environmentalist by any means, but I love nature and the outdoors and I often dream about what it would be like to go back in time a couple thousand years to see how pristine things were before man left his mark and just view how unspoiled this…

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Here is Your New “Post Card” Size Tax Return

BLOG, PERSONAL FINANCE, TAXES  |  27 Feb 2019

By Jon Aldrich So, how do you like the new “Post-Card” size tax return for 2018? Well, it is a little bit larger than a post card, it is still 8-1/2 x 11 inches, so it is a really big Post Card, but it is supposedly simper. Due to the new Tax Cuts and Jobs…

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What Do You Mean My Health Insurance Won’t Cover Me Outside the Country?

BLOG, PERSONAL FINANCE  |  8 Feb 2019

By Jon Aldrich Have you traveled outside of the U.S. without travel insurance which includes a provision for medical costs? If you have and did so without incident, congratulations, you rolled the dice and may have dodged a financial nightmare. I know I have traveled with my family out of the country several times over…

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