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Grading the WSJ Retirement Quiz

Recently, the Wall Street Journal released their most recent iteration of their retirement readiness quiz, something they’ve done sporadically over the last decade.  Anyone who has read this blog in the past knows we’re passionate about personal financial education. ...

Risk Free Returns?

A bank teller told a client he should put his maturing CD in an investment that would provide a 4% guaranteed return instead of the .25% CD rate the bank was offering.   Another client submitted paperwork to start receiving income from a maturing annuity and was...