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No Love Lost on Today’s Bull Market and Other Points to Ponder

No love lost on today’s bull market “The VIX is too low, valuations are too high, the recovery is too old and the Fed is tightening. For an old market dude like me, that is a scary list.” – Jim Paulsen, Leuthold Group
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Using the Tracker to Manage an HSA Investment Account

Just as the Personal Portfolio Tracker can be used to manage a 401(k) or other workplace retirement plan with limited investment choices, it can also be used to manage an investable Health Savings Account
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Healthcare-Sharing Ministries and Medicare

In response to our November-issue article Bridging the Gap: Covering What Medicare Doesn’t Pay, a reader asked for a follow-up piece on “using a Christian health sharing plan as a supplement to Medicare.” We’re happy to
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Bridging the Gap: Covering What Medicare Doesn’t Pay

Many people assume Medicare pays for all medical expenses of America’s seniors. That isn’t the case and never has been. The program — modified only slightly since being launched more than a half-century ago in 1965 — was
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Health Savings Accounts Grow in Popularity, Benefits Underutilized

The use of Health Savings Accounts (HSAs) is growing rapidly, but users are not taking full advantage of all that the accounts have to offer. Those are some of the key findings in the Employee Benefit Research Institute’s
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How to Manage Your Medical Records (and Why it’s so Important)

It doesn’t take very many years of life to amass a medical history. There are immunizations, allergies, medications, and dates of medical procedures. Think of this information as your medical profile. Having ready access
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It May Be Time to Review Your Estate-Planning Documents

As a financial planner, one of my responsibilities is to keep up with legislative changes and their effects on clients. Estate planning is an area where change is so frequent — and so confusing — it’s a challenge to stay
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Getting in Shape in 2017 With a ‘Fiscal Health Day’

Several years ago, when New York Times personal-finance writer Ron Lieber was furloughed for a few days, he responded in true personal-finance expert fashion. By devoting one of his unpaid days off to taking care of a list
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2017 Contribution Limits, Deductions, and Other Rule Changes

Every year brings a number of changes in various financial rules and regs that impact our personal financial planning. While President-elect Donald Trump has proposed sweeping tax reform, it’s impossible to know which of
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How Your Spending May Save Your Retirement

Glance at enough retirement-article headlines, and you can get the impression that you’ll never be able to retire. Consider this: According to JP Morgan (PDF), a 40-year-old with a household income of $100,000 should have
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