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Our Articles

Tax Freedom Day Arrives on April 26th, 2006
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Due to our progressive tax system, your taxes increase even if your buying power does not.

Donald Mortlock – Making a Free Market
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My grandfather Donald Mortlock worked on Wall Street during and after the 1929 crash. The firm he worked for was a “market maker,” a company which helped to literally “make a market” in several stocks.

Florence Mortlock – Dignity is a Happy Ending
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The life of my grandmother Florence Mortlock provided me with many life lessons on finance and financial planning.

VRS: A Bird in Hand or Two in the Bush?
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Many people in this situation would choose the quick cash.

Eighty – Twenty Rule of Asset Allocation
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Investors are quick to forget that the markets also go down.

The French Kiss Of Death
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French labor laws have made doing business in France with French employees very unattractive.

How Your Children Can Win the Stock Market Game
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To meet your goals you don’t need to beat the investment returns of everyone else. Instead, you want a decent return in order to retire comfortably and to ensure a cash flow which will support your standard of living.

The Guillotine Of French Economic Freedom
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Although the French gave us the word ‘entrepreneur,’ it’s a wonder the term isn’t obsolete in French.

Compute Your Net Worth Once A Year – 2006
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Between 40 and 60 you should increase your net worth by half your annual take home pay every year.

2005 In Review
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2005 was a year which showed the weakness of limiting your asset allocation to US stocks and US bonds.

Eight Steps to Fix Your Broken Credit
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Do whatever it takes. Ask your mother-in-law to hold your credit cards while you are getting out of debt.

Creating A Ladder for Retirement Income
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Like the iron rods in sailing ships, bonds keep your portfolio upright in stormy weather.

Sifting Through Your Own Credit Dirt
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Credit bureaus charge to see your credit score. Save your money.

Learn What Credit Stalkers Know About You
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Beware of bogus credit companies claiming to offer free credit reports in order to gather your personal information.

How to Double Your Retirement
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Every six years you delay saving and investing you cut in half the lifestyle you will have in retirement.

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