Are you 50 or older? Time to CATCH UP on Your Retirement Accounts
I’m creeping close to the big 5-0. Many say it’s one of the milestone moments and if you’re lucky it is sometimes accompanied...
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Betsey A. Purinton, CFP® Among Independent Financial Advisors Attending Barron’s Top Independent Women Advisors Summit
Conference Hosts Gathering of some of the Nation’s Pre-eminent Independent Financial Advisors and Industry Decision Makers New Orleans (May 20, 2016)—Betsey A. Purinton,...
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Lease or Buy: Which is best for you?
It is that time of the year when the weather is nice and people think about buying a new car. I’ve had a...
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Simple Inspirations for Personal Savings and Investing
StrategicPoint’s Women’s Planning Initiative held an evening gathering in May during which we discussed: The Anatomy of a Good Decision, including a look at...
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Putting Your Cash to Work
It is not unusual for a client to call me and want to put some cash to work. “Is this a good time?”...
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Per Capita or Per Stirpes with your IRA?
When you selected your beneficiaries on your investment accounts, do you know if you chose “per capita” or “per stirpes”? This is quite...
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What is a Reverse Mortgage? Is it for Me?
I was watching television the other night and more than a few commercials were touting reverse mortgages. In fact, I have noticed over...
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Attention Business owners: When is it time to stop using a SIMPLE IRA Plan, and open a 401k?
There comes a time in all of our lives, when we realize we have to grow up. My wife and I are starting...
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Volatility – When to be Nervous and When to be Calm
Now that the August/September swoon has passed and the markets have recovered their swagger, I can talk about volatility without sounding alarmist. Volatility...
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