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Accessing locked-in retirement funds

Many of my women clients “of a certain age” have rather substantial pension nest-eggs, either through their employer’s pension plans or through their own business or professional practice. But they do share one problem. Their pension funds are tied up in Locked-In...

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Six rules for novice investors

I recently began volunteering with an organization called Girls Inc., one of whose valuable programs teaches teen girls the basics of investing and money management. By the end of the program, the girls will be competently managing a full-blown investment...

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If I had a million dollars…(or $31 million)

Three principles of financial planning for millionaires (and wannabes) What would you do with $31 million? It’s a common fantasy question at coffee break or around the water cooler when government lottery jackpots reach eye-watering levels. A recent Lotto 649...

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