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Jul 16, 2021

One of the most impactful--but least discussed parts-- of the recently released Joe Biden tax plan is the elimination of the "step-up-in-basis" upon death. Many American families have enjoyed the ability to pass on appreciated assets like the family home, real estate, and stocks held at brokerages to the next generation...


Jul 15, 2021

Nothing is a bargain in this world unless it serves a purpose and helps you achieve a goal.   Managing your own money to save a fee can work, but we all know the do-it-yourself approach seems to work BEST when markets are RISING! Rising markets tend to lift ALL boats.   As the saying goes, in a bull market, EVERYONE  is...


Jul 14, 2021

Many retired investors today are hoping, waiting, and praying for interest rates on bonds to go up so they can retire in safety. According to economic analysis by a growing number of economists, they may be hoping, praying, and waiting a very long time.  Deflationary trends  have gripped the world forcing interest rates...


Jul 13, 2021

We all know the difference between a mutual fund, a pension, and a savings account . You don’t spend too much time thinking about what a savings account IS, but rather, what it DOES for you. The same with a pension. A pension has one purpose: to pay you an income you can never outlive. Easy stuff. Mutual funds...


Jul 12, 2021

Today on Mastering Money...It’s a MOTLEY FOOL MONDAY!! The Motley Fool Money Show is one of the most popular stock market TALK SHOWS in America today, featuring timely insights from top analysts.    "MOTLEY FOOL MONEY"  is heard by millions of listeners coast to coast—including Saturdays right here on Money Radio at...