Winter 2011
In This Issue Questions to Ask Aging Parents
Government Debt and your Portfolio's Rate of Return
Cash-In Refinancing
Social Security Survivor's Benefits
Important Questions to Ask Aging Parents
Remember "the talk" your parents initiated (maybe) with you many years ago? Well, now it's your turn to sit on the opposite side of the table. If you're the adult child of aging parents, it's important to open up a conversation about their future needs and wishes. The best time to do so is when your parents are relatively healthy and active.
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Government Debt and your Portfolio's Rate of Return
The US federal debt level has gone from high to higher after the economic stabilization actions taken by the federal government in the wake of the financial crisis. How might you expect this increased federal debt will impact interest rates, economic growth - and most importantly - the return on your portfolio?
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Cash-In Refinancing: Can You Benefit From This Trend?
With mortgage interest rates at or near historic lows, you may be wondering if it's time to refinance your home. But declining property values and stricter mortgage lending standards may make it harder for you to capitalize on low mortgage rates, because you may no longer have enough equity in your home to qualify for a new mortgage. Enter cash-in refinancing.
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Social Security Survivor's Benefits
You might think Social Security is a program that only provides you with a monthly income after you retire. But what you might not realize is that Social Security may also provide monthly payments in the form of survivor's benefits, based on your work record, to certain members of your family after your death.
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Rob's Book Recommendation:
Winning the Loser's Game is a diamond in the rough for an investment book. You may not have heard of it, but it is an exceptional essay on what makes for extraordinary investing!
-Rob
