Monthly Archives: January 2009

Pausing For Perspective

By Lon Jefferies | Published: January 23, 2009
If you have watched CNBC lately, you may have noticed the emerging trend of multiple “mini screens” on the television at once, each screen hosting a financial expert. It seems you can measure the amount of panic in the market by the number of mini screens present. Lately, as many as eight or nine mini [...]
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Retirement Planning Seminar

By Lon Jefferies | Published: January 19, 2009
Attend this free seminar to familiarize yourself with the 20 major decisions to successfully transition into retirement. >> Do I have enough money to retire now?>> How do I properly handle my 401(k)?>> When should I start taking Social Security?>> How should I diversify my investment portfolio?>> How much money can I safely withdraw from my [...]
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Lessons Learned In 2008

By Lon Jefferies | Published: January 9, 2009
Finally, it’s over! The worst year of stock market performance since the Great Depression ended last Thursday with the S&P 500 down 37%. In 2008, there was no place to hide in the financial markets, right? Wrong. An analysis of the following chart presents yet another argument for the value of diversification in an investment [...]
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2009 Estate Planning Figures

By Lon Jefferies | Published: January 2, 2009
The new year brings updated estate planning exemption figures. Occasionally, the IRS adjust these figures in order to keep pace with inflation. 2009 estate planning exemption figures are as follows: -The estate tax exclusion was increased from $2 million to $3.5 million. This figure represents the amount that an individual can pass to heirs upon death [...]
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