Volume 4, Issue 4 PLAYING IT SAFE Shopping with Plastic During the Holidays New credit cards are being issued that have built-in microchip technology that scrambles transaction data each time the card is used. With the chip card, the possibility for misuse is greatly reduced. By Steve Dinnen
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PERSONAL FINANCE Family Home Loan Interest May Not Be Deductible It is not uncommon for individuals to loan money to relatives to help them buy a home. In those situations, it is also not uncommon for a loan to be undocumented or documented with an unsecured note, and the unintended result that By Thompson Myers & Associates
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SAFE RETIREMENT
Put a Portion of Your Retirement Income on Autopilot By Raymond J. Ohlson, CLU, CRC
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he holiday season is always one of my favorite times of the year. I’m sure it is for you as well. It’s a great time to be with friends and family, and for me, it’s also a great time to reflect on how fortunate Ann and I have been over the past year. But I’m not speaking about just our material things – those items come and go. Granted, they can make your life a lot better, but as most all of us agree, “Good health is good wealth!” The older I get, one fact mystifies me; it’s in the front of my mind every year around the holidays – how fast the time has flown by! Know what I mean? And, as much
Social Security Deals Out A Pair of Choices In October Congress voted to phase out the “file and suspend” and “file a restricted application” strategies some people were using to maximize their Social Security benefits. By Dr. Jack Marrion Continue Page 8
SAFETY PINS Preserving Your Family Memories I have received thousands of video tapes, old 8 mm and 16 mm home movie films, audio cassettes and reels, photographs and slides, and even rare audio transcriptions.Those “deep well” experiences are truly priceless and often quite moving. By Al Stone
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SAFE FOR LIFE Reminiscence
It’s often fun to reminiscence about days gone by – particularly when you are remembering events that took place when growing up or early days of adulthood. By Norm Wilkens
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