An amusing and whimsical look at behavioral finance best practices for investors.
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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
In her virtual manifesto on the spending fast, “My Year of No Shopping,” author Ann Patchett discovered that, “The unspoken question of shopping is ‘What do I need?’ What I needed was less.”
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.