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  • Feb 5, 2010

    HSAs and savings

    Question: My employer recently ended group health insurance and "helped" us find individual plans. They are also kicking in some money each month…

  • Question: I am enthusiastic about your recommendation to make TIPs a core investment. I appreciate this advice along with many other…

  • Feb 3, 2010

    Estate taxes

    Question: My mother purchased some stock in 1995 @ $25 a share, the current MV is approximately $42 plus. My mom is 85 years old and wants to sell…

  • Feb 1, 2010

    Tax exempt bonds

    Question: I'm in my mid 50's and have extra money to invest after maxing out my 403b, etc., so I've been thinking of putting some in tax free state…

  • Jan 29, 2010

    Company match

    Question: I just bought into this LLC and used all of my savings to do so. I am in the process of re-establishing my emergency fund. I also want to…

  • Question: Like many conservative "investors" I long for the days when CD rates were higher than 1% or less, when the government wasn't trying to…

  • Question: My daughter got a Sallie Mae loan to go to culinary school. She was 27 so did not get the special low rates for younger students, rather…

  • Jan 26, 2010

    Save for car

    Question: I am saving up for a new car. I put away, above and beyond the normal expenses on my current vehicle, fifty cents for every mile I drive,…

  • Jan 22, 2010

    Energy tax credits

    Question: I was told when I had 13 new energy efficient windows installed that I was eligible for a tax credit of 1500 dollars, even though the…

  • Question: If I am concerned about the possibility of inflation, which alternative to choose; TIPS, I-Bonds, or Floating Rate Notes? I am not an…

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