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It Was Just a Matter of Time

Is This the Long-Awaited Market Correction? By Jon Aldrich The S & P 500 is off about 9% from its highs at the beginning of 2022. The Nasdaq 100, comprised of a lot of the high-flying tech stocks that have amassed huge gains the last few years, is off about 14% from the highs. Most…

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The Joys of Travel in the COVID Era

BLOG, PERSONAL FINANCE  |  7 Jan 2022

By Jon Aldrich Trey and I both looked at the Flight status board as we were waiting in line behind what seemed like thousands of people ahead of us looking to check in for their Flights home from Cancun. We had just finished a wonderful 8 days over Christmas and New Year’s near Tulum in…

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I-Bonds – Bring on Inflation

Series I Savings Bonds are one of the best investments going right now By Jon Aldrich 7.12%, That is right. There is a way to currently earn 7.12% on one of the safest investments available. You might be saying to yourself, Jon is full of @#$%, because usually when something seems too good to be…

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Is Social Security Doomed?

BLOG, PERSONAL FINANCE, TAXES  |  1 Nov 2021

What does the future hold for Social Security? By Jon Aldrich A couple of weeks ago, the Social Security Board of Trustees issued an alarming press release that the combined trust funds for Social Security and S.S. Disability Income would become depleted in 2034, which was one year earlier than projected last year. Medicare’s main…

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Someone Stole My House!

BLOG, PERSONAL FINANCE  |  30 Jul 2021

How to Protect Yourself from Home Title (Deed) Theft By Jon Aldrich A retired couple from Long Island, New York went away on an extended vacation only to discover when they arrived back home that someone else was living in their home. No, this wasn’t some squatter taking up residence in their house because they…

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What Can We Expect in the 2nd Half of 2021?

By Jon Aldrich The 1st half of 2021 was a heck of a lot less eventful than the first half of 2020. As we all vividly remember last year with the COVID crash of February and March when the S & P 500 dropped nearly 35% in a month. 2021 by comparison has been a…

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Inflation – Return of the Boogeyman?

by Jon Aldrich For those of you old enough to recall the 1970’s, a couple of things probably come to mind for you. One might be bell bottoms or long lines at the gas pump or maybe even Kojak, but I have a sneaking suspicion that high inflation might be at the foremost of your…

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Summary of the $1.9 Trillion American Rescue Plan

BLOG, PERSONAL FINANCE  |  19 Mar 2021

By Jon Aldrich Last Thursday, President Biden signed into legislation the long awaited COVID Relief package for Americans, named The American Rescue Plan of 2021 (ARP). It provides $1.9 Trillion (with a “T”) to drive economic stimulus and fiscal relief for the millions suffering from the fallout of the ongoing pandemic. Many of you may…

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Coronavirus Stimulus 2.0 (Summary of Main Provisions)

BLOG, OTHER, PERSONAL FINANCE  |  24 Dec 2020

By Jon Aldrich First off, I want to wish everyone a Merry Christmas, Happy Hannukah or whatever you celebrate at this time of year. It has been quite a year, as we all know, and hopefully we all come through it healthy and ready for a new beginning in 2021. Of course, lets leave it…

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Elections Have Consequences

How do Stock Markets Perform Depending on Who is in Charge? By Jon Aldrich Many of us watched the raging dumpster fire that passed for a Presidential Debate on Tuesday night. But, then again, hasn’t this whole year of 2020 been a dumpster fire? Maybe a wrestling match between the two would have been better!…

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