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Dollars and Sense: Summer Reads

|Date: July 26, 2017

Dollars and Sense: Summer Reads

By Roberta L. Nestor Reading about money and finance does not have to be boring! The selection below is ...

By Roberta L. Nestor Reading about money and finance does not have to be boring! The selection below is a combination of unique reads that you might find informative, fun and some worthy of a page tu ...

July 26, 2017
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Dollars & Sense: Tax Freedom Day

|Date: June 27, 2017

Dollars & Sense: Tax Freedom Day

By Roberta L. Nestor In case you missed it, Tax Freedom Day has passed and for the average US worker, it ...

By Roberta L. Nestor In case you missed it, Tax Freedom Day has passed and for the average US worker, it was April 23rd, 113 days into the year. Tax Freedom Day varies from state to state and from co ...

June 27, 2017
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Dollars & Sense: Understanding New Military Pensions

|Date: May 24, 2017

Dollars & Sense: Understanding New Military Pensions

By Roberta L. Nestor The remainder of 2017 will have today’s 1.3million active-duty service members learn ...

By Roberta L. Nestor The remainder of 2017 will have today’s 1.3million active-duty service members learning about the changes in their retirement benefits and they will have all of 2018 to decide whi ...

May 24, 2017
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Dollars & Sense: A Mom’s Financial Wisdom

|Date: April 27, 2017

Dollars & Sense: A Mom’s Financial Wisdom

By Roberta L. Nestor A few years ago TheBeFrugal.com conducted a Mother’s Day Survey to learn more about ...

By Roberta L. Nestor A few years ago TheBeFrugal.com conducted a Mother’s Day Survey to learn more about the affect a mom’s financial advice had on their children. The online survey (by The Omnibus C ...

April 27, 2017
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Dollars & Sense: New Financial Baskets

|Date: April 06, 2017

Dollars & Sense: New Financial Baskets

By Roberta L. Nestor How many times have we heard the old adage “Don’t put all of your eggs in one basket ...

By Roberta L. Nestor How many times have we heard the old adage “Don’t put all of your eggs in one basket”? In the past that advice was specific to making sure you had a well-diversified investment p ...

April 06, 2017
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Dollars & Sense: The Color of Money

|Date: March 08, 2017

Dollars & Sense: The Color of Money

By Roberta L. Nestor Green! We all know the color of money is green, maybe we don’t know why and how thi ...

By Roberta L. Nestor Green! We all know the color of money is green, maybe we don’t know why and how this came about, but a quick google search and here is the brief history. The new bills created b ...

March 08, 2017
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Dollars & Sense: Show Your Love With Life Insurance

|Date: February 09, 2017

Dollars & Sense: Show Your Love With Life Insurance

By Roberta L Nestor Years ago, when young couples married and bought a home, the first thing they did was ...

By Roberta L Nestor Years ago, when young couples married and bought a home, the first thing they did was get life insurance, just in case. Whether you are a two income family or one, it is unlikely ...

February 09, 2017
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Dollars & Sense: New Year, New Rules

|Date: January 11, 2017

Dollars & Sense: New Year, New Rules

By Roberta L Nestor What is in store for investors in 2017? If you take the markets, interest rates and ...

By Roberta L Nestor What is in store for investors in 2017? If you take the markets, interest rates and politics out of the equation, it might seem like the same status quo. Contribution levels to r ...

January 11, 2017
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Dollars & Sense: The Annual Gift Exclusion

|Date: December 07, 2016

Dollars & Sense: The Annual Gift Exclusion

By Roberta L. Nestor It is somewhat interesting that the IRS “allows” you to gift money to family members ...

By Roberta L. Nestor It is somewhat interesting that the IRS “allows” you to gift money to family members each year. The way this is phrased might lead someone to believe that there are some actual t ...

December 07, 2016
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Dollars & Sense: Being Thankful for Choices

|Date: November 16, 2016

Dollars & Sense: Being Thankful for Choices

By Roberta L. Nestor The new world of technology provides pre-retirees with so many tools to help you pre ...

By Roberta L. Nestor The new world of technology provides pre-retirees with so many tools to help you prepare for retirement that it can be overwhelming. There are calculators that will tell you if y ...

November 16, 2016
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Dollars & Sense: Election Years and the Stock Market

|Date: October 26, 2016

Dollars & Sense: Election Years and the Stock Market

By Roberta L Nestor Probably the number one question to financial advisors in 2016 has been, “What will h ...

By Roberta L Nestor Probably the number one question to financial advisors in 2016 has been, “What will happen in the market if Clinton is elected or if Trump is elected?” Advisors certainly have opin ...

October 26, 2016
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Dollars & Sense: “Cyber Crimes”

|Date: September 28, 2016

Dollars & Sense: “Cyber Crimes”

By Roberta L Nestor It almost seems inevitable that at some point you or someone you know will experience ...

By Roberta L Nestor It almost seems inevitable that at some point you or someone you know will experience the darkness of the internet. As each year goes by, more of us are becoming victims of identit ...

September 28, 2016
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Dollars & Sense: Learning New Financial Terminology

|Date: August 31, 2016

Dollars & Sense: Learning New Financial Terminology

By Roberta L. Nestor Every industry is riddled with their own jargon and acronyms. The financial services ...

By Roberta L. Nestor Every industry is riddled with their own jargon and acronyms. The financial services industry is no different, only it can be frustrating when you are trying to understand your ow ...

August 31, 2016
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Dollars & Sense: Summer Reads for Retirees

|Date: July 27, 2016

Dollars & Sense: Summer Reads for Retirees

By Roberta L Nestor With 10,000 baby boomers turning age 65 each day, it was not surprising to find liter ...

By Roberta L Nestor With 10,000 baby boomers turning age 65 each day, it was not surprising to find literally thousands of books about retirement. Even the Dummies series boasts over 68 publications t ...

July 27, 2016
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Dollars & Sense: Independent Living

|Date: June 29, 2016

Dollars & Sense: Independent Living

By Roberta L. Nestor Living in our own homes involves many things like grocery shopping, preparing meals, ...

By Roberta L. Nestor Living in our own homes involves many things like grocery shopping, preparing meals, cleaning, caring for our yards, paying the bills, maintaining our vehicles and, of course, hav ...

June 29, 2016
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Inheriting Stock From Dad

|Date: June 02, 2016

Inheriting Stock From Dad

When I was a kid, back in the 1970s, my dad would bring home his Wall Street Journal, and he would read t ...

When I was a kid, back in the 1970s, my dad would bring home his Wall Street Journal, and he would read the “B” section to spot good stocks. He loved to pick stocks. The thought process was simple: pi ...

June 02, 2016
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Dollars & Sense: Security for Moms

|Date: May 04, 2016

Dollars & Sense: Security for Moms

How many of you grew up with a mom who was impeccably dressed at the crack of dawn, white pearls and all? ...

How many of you grew up with a mom who was impeccably dressed at the crack of dawn, white pearls and all? A mom that gently called up the stairs, “breakfast is ready, I’ve made all of your favorites”! ...

May 04, 2016
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Dollars and Sense: The Department of Labor Springs into Action

|Date: April 06, 2016

Dollars and Sense: The Department of Labor Springs into Action

It looks like the spring of 2016 will be more than turning the page on the calendar for the financial ser ...

It looks like the spring of 2016 will be more than turning the page on the calendar for the financial services industry and for those individuals that seek advice for retirement from financial advisor ...

April 06, 2016
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Dollars & Sense: Taxes and Investments

|Date: March 09, 2016

Dollars & Sense: Taxes and Investments

Imagine if your Doctor sent you to see a specialist and the specialist put you on medication but neglecte ...

Imagine if your Doctor sent you to see a specialist and the specialist put you on medication but neglected to inform your primary physician? Then, when you go back to your primary he doesn’t ask about ...

March 09, 2016
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Dollars & Sense: Do You Have A Relationship With Your Investments?

|Date: February 10, 2016

Dollars & Sense: Do You Have A Relationship With Your Investments?

It goes without saying that most of us discuss the stock market as if it was a living, breathing thing th ...

It goes without saying that most of us discuss the stock market as if it was a living, breathing thing that has feelings and emotions. It’s funny when you think about it, not only do we think of the “ ...

February 10, 2016
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