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Updated on April 11, 2017
Paying for college is a concern for most families with children. Why not consider Grandma (or any other extended family member) as a resource? It can be a prudent move if, 1) Grandma, etc. plans to leave the …
Month: April 2017
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Updated on May 8, 2017
The Irony of Amazon
by pete.shannon@ebis.biz
Amazon.com may well be the most innovative, best-run company on the planet. Their ability to anticipate technology and execute a strategic vision evokes the Jobs-era lineage of Apple: the first online bookstore; the largest online retailer; an electronics …
Category: Market Commentary, Modern Portfolio Theory, Security Selection Tags: Stocks
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Posted on April 18, 2017
Adventurer or Retreater: What’s Your Retirement Path?
by pete.shannon@ebis.biz
In Nancy Schlossberg’s new book, Too Young to Be Old, she outlines six primary paths followed by retirees. Will you be a ‘Continuer’, engaging in some activities similar to those during your career, only without the income? An ‘Adventurer’, …
Category: Retirement Planning Tags: Spending
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Posted on April 13, 2017
Want to get an extra $7.75k in your IRA?
by pete.shannon@ebis.biz
It’s possible. Only it isn’t an IRA. It’s a Health Savings Account (HSA), available to anyone who is subject to a high-deductible healthcare plan ($1.3k individual/$2.6k family; out-of-pocket limits also apply) outside of Medicare and Medicaid. The details …
Category: Insurance Planning, Retirement Planning Tags: FSA, HSA, IRA
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Updated on April 11, 2017
Should Grandma Pay For College?
by pete.shannon@ebis.biz
Paying for college is a concern for most families with children. Why not consider Grandma (or any other extended family member) as a resource? It can be a prudent move if, 1) Grandma, etc. plans to leave the …
Category: Education Planning Tags: 529 Plan, ESA, FAFSA
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