behavior mistakes

  1. Comparing Wall Street To Casinos Isn’t Fair – To The Casinos

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    "Sounds like you guys are a couple of bookies." - Eddie Murphy, from the movie Trading Places, after being educated about Wall Street commodities trading. There are tons of comparisons from all walks of life discussing how Wall Street is 'just like a casino' because you can lose your money just as fast as you win it.  If I was a casino owner, I would be FUMING MAD at this comparison because I …Read More

  2. Choosing Between the Lump Sum and a Pension

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    With every passing year, more and more employers are deciding to offer lump-sum buyout offers to eradicate their books from the lengthy list of pensions they are on the hook for.  Retirees and pre-retirees alike are getting lump-sum offers on a regular basis. Is the lump-sum the way to go - or is it better to take a lifetime income? What about taking the lump-sum and setting up an independent inc…Read More

  3. How To Avoid Uncle Sam Becoming Your Biggest Beneficiary

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    Do you like paying taxes?  Well, of course you don't.  That was a silly question, wasn't it?  But what about your loved ones and your beneficiaries when you pass away?  Do you know what kind of tax burden you might bestow upon them when you inevitably kick the bucket? With the proper financial planning help, you can ensure this doesn't happen to you. How To Financially Prepare For Death Unbekn…Read More

  4. Your Behavior and Why it Matters to Your Money

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    If you are beginning to prepare for retirement, or you recently retired and you are trying to sort out all of the different options you have, you might be feeling a little overwhelmed!  After all, making smart financial planning decisions is pretty hard.  Not only do you have to determine who the best adviser or firm is to hire, but then you have to begin sorting through all of the different fin…Read More