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Serious Money Ohio
Mar 13 min read
The thrills are real and yet there is no fear.
Stock markets are at all-time highs in the US. The Dow Jones Industrial Average trails the other major indexes, up only 18% in the past...
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Serious Money Ohio
Jul 11, 20231 min read
Getting older and how it impacts your IRA RMDs.
Two minute video explains how getting old impacts your IRA accounts.
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Serious Money Ohio
Jun 23, 20231 min read
Do you remember 1984?
In 1984 a medium sized life insurance company made a portfolio allocation "bet" that caused its trajectory to soar for the next 30-years....
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Serious Money Ohio
Dec 6, 20221 min read
When it absolutely, positively has to........
Do you remember the rest of this 1990's marketing slogan and what company made it famous? Of course, you do! This concise slogan ended in...
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Serious Money Ohio
Dec 1, 20222 min read
The chicken or the egg? It matters to your retirement!
I'm not sure which came first when it comes to scrambled eggs and chicken sandwiches. But I know what HAS TO COME FIRST when you are...
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Serious Money Ohio
Oct 21, 20221 min read
Trick or Treat - are you a gambler or a "for sure"?
A syndicated columnist each year writes about how he allows young trick-or-treaters to choose from two treats. One treat is a small piece...
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Serious Money Ohio
Sep 8, 20222 min read
Are you waiting for 8% on your savings?
Two retirees recently told me that they are waiting for 8% before they move their nest egg out of the bank. They both mentioned articles...
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Serious Money Ohio
Aug 31, 20223 min read
You’ve lost more of your Nest Egg than you think.
Right now, may be one of the roughest times that retirees will have to deal with for a long time. The effects of inflation and market...
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Serious Money Ohio
Mar 1, 20222 min read
What is asset-location planning and is it important?
Imagine you have a Roth IRA, a 401(k) at work and a brokerage account. A fairly typical situation these days. You are 65-years old and...
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Serious Money Ohio
Feb 22, 20222 min read
6% Inflation May Be Here to Stay - Prepare & Protect
Beef Amazon Prime Gasoline Haircut Electricity Let me start the list of pain in the wallet. You go next. Who is asking you for more money...
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Serious Money Ohio
Nov 9, 20211 min read
Dear Uncle Sam, can we talk? Us retirees can't go backwards forever.
Inflation runs faster than Social Security increases can keep up.
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Serious Money Ohio
Nov 1, 20211 min read
Just say "no"
Tomorrow is election day across Ohio. Government again wants more of your money. Let's increase your real estate taxes. Let's increase...
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Serious Money Ohio
Oct 26, 20211 min read
A trillion seconds is exactly how long? No way!!
A US Senator commented yesterday that a trillion dollars is a lot of money. He went on to say it's so much money that when put in the...
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Serious Money Ohio
Oct 12, 20213 min read
By chance, do you have Bernie Sanders' ear? If you do, could you please pass on my idea?
I know it's asking a lot. Sharing a stranger's idea with one of the most powerful people in American politics. But, it's a good idea. An...
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Serious Money Ohio
Sep 20, 20211 min read
Winter is coming.....
But not until we get to enjoy a (hopefully) wonderful Fall. Tomorrow sometime we will move from Summer to Fall and mark a day with...
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Serious Money Ohio
Aug 24, 20211 min read
Bitcoin at $50,000
For having almost 40-years in financial services, it humbles me to admit I have no idea what cryptocurrencies are really about. Bits on a...
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Serious Money Ohio
Aug 17, 20211 min read
Are we near a short term peak for the stock market?
I only ask because no one else seems to be taking the possibility seriously. Maybe they are all correct and that buying the dips makes...
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Serious Money Ohio
Aug 11, 20211 min read
When inflation makes retirement difficult
A little over two years ago we filled up my wife's SUV and paid 69-cents a gallon. Almost 20-gallons for a little over $13. Well, ok, we...
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