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  • Business Owner Compensation: A Marathon or a Sprint?

    Business Owner Compensation: A Marathon or a Sprint?

    March 17, 2014
    Key Takeaway! Paying yourself along the way might make for a happier retirement. I recently participated in an entrepreneurial rally where startup business owners were each able to spend 25 minutes at four roundtables and ask questions of those of us with more established companies. Sharing some of my relevant experience ...
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  • A Saturday with Warren Buffett

    March 11, 2014
    Key Takeaway! Investing is as much about behavior as it is about prices. Every year, I look forward to getting up early the first Saturday of March. This is the day that Warren Buffett releases his annual letter to shareholders. With a cup of coffee and my iPad, I nestle in ...
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  • Retiring Soon? What to Do with Company Stock in Your 401(k)

    Retiring Soon? What to Do with Company Stock in Your 401(k)

    March 3, 2014
    Key Takeaway! If you retire and your 401(k) includes company stock that has experienced significant gains, you may reduce your income taxes over your lifetime through the use of net unrealized appreciation (NUA). The Enron debacle reminded everyone that holding too much of one stock can be detrimental to your retirement. ...
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  • What Is It Like to Be Married to Me? An Important Retirement Planning Question

    What Is It Like to Be Married to Me? An Important Retirement Planning Question

    February 13, 2014
    In many marriages, the focus is on what the other party is doing, or not doing, to make the relationship better (or worse). But it you think about what makes us happy, it has to start from within. This is especially true with retirement planning, since many couples are not ...
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  • Jay Leno's Advice to Us All

    Jay Leno’s Advice to Us All

    February 11, 2014
    On the Sunday, January 26 edition of 60 Minutes, Jay Leno said something that made me sit up in my chair: "I always tell new people in show business, ‘Look, show business pays you a lot of money because eventually you’re going to get screwed. And when you get screwed, ...
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  • Introducing the myRA

    Introducing the myRA

    February 5, 2014
    For decades, Washington, D.C., has been providing tax incentives for Americans to save and invest for retirement. There are many different types of programs , but they each have in common some combination of tax savings now or in the future, and limitations on ...
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  • Paying for College: Don't Worry, Be Happy

    Paying for College: Don’t Worry, Be Happy

    January 29, 2014
    Two dads were talking over coffee when one asked the other what his son was taking in college. Without hesitation he replied, “Everything I have.” Across town, a banker was being arrested for embezzling $100,000. The FBI agent asked him why he did it. The banker replied that he was ...
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