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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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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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Happy New Year 2019

(Good Riddance 2018) By Jon Aldrich Happy New Year 2019! Don’t let the door hit you in the behind 2018. Now I say that partially in jest, but also because 2018 seemed like a difficult year not only for me, but also for many of those that I know. I am also aware of many…

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Wild World

by Jon Aldrich It was yet another wild week in the stock market. As Cat Stevens a.k.a. Yusuf Islam penned in his 1970 album “Tea for the Tillerman” it sure has been a Wild World in the stock market lately. On Tuesday the Dow dropped 799 points (Geez, couldn’t it have squeaked out another point to make…

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Gobbled Up

By Jon Aldrich Just like the turkey at your Thanksgiving Dinner, any gains that the S & P 500 had for the year have been gobbled up by the ongoing market correction that has lingered throughout October and November. The volatility in the markets we have been expecting and are now experiencing after such a…

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Well, At Least October is Almost Over

By Jon Aldrich October can be a great month. Fall is in full swing, and the colors and smells of fall here in the Midwest make it a great time of year. It’s that time for the smell of burning leaves and cider donuts at the orchard. It’s the time for kids to jump in…

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Mario Mendoza and Financial “Experts”

By Jon Aldrich By all accounts, Mario Mendoza was a slick infielder who couldn’t hit a lick. His lifetime batting average was .215, which you don’t have to be a baseball aficionado to understand is not very good. He essentially recorded a successful base hit approximately 20% of the time, give or take. Heck, I…

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Taken For Granted

BLOG, OTHER, PERSONAL FINANCE  |  20 Aug 2018

By Jon Aldrich Take for granted. It is something I am sure all of us are guilty of from time to time. I know I sure am and probably way more than I would like to admit. So, how do we define “Take for Granted”: Let’s just focus on the first definition. We have too…

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2018 First Quarter Market Summary

By Jon Aldrich It has been a long time coming, but for the first time in nine calendar quarters, most of the major stock and bond indexes were down. So far we have only seen modest declines for the year but it does remind us that yes, markets can and do go down from time…

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