2015

Candace Bahr: InvestmentNews “Women To Watch”

WIFE.org and Second Saturday co-founder honored by InvestmentNews Candace Bahr, owner of Bahr Investment Group, an LPL Financial-affiliated firm in Carlsbad, Calif., has made a profound impact over her 35-year career not only on her clients, but also on thousands of women across the U.S. About 26 years ago, some of her divorced and widowed clients approached […]

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Five Things You Probably Haven’t Done but Should to Integrate Your Retirement Accounts into Your Estate Plan

Your retirement accounts, including your 401(k) plans and individual retirement accounts (IRAs), are likely to be your most significant assets along with your home. While you may think you’ll need every bit of money in those accounts for your retirement, what would happen if you die at an early age? Not fun to think about,

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Some Long-Term Thoughts for Long-term Investors

I have always discouraged individual investors from spending any of their time on short-term market commentary and investment news. In today’s environment, that is particularly important. Why? Among other phenomenon, the financial news media’s obsession with the Federal Reserve’s position on raising interest rates has become a complete waste of time. Yes, rates will go

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What Does Investment Diversification Have In Common With An Infinity Pool?

Simply stated, both of these seemingly disparate items appear to go on forever, i.e., they are endless. In the case of infinity pools, this attractive architectural amenity is a real plus, particularly for high-end residential real estate properties. However, when it comes to diversifying a mutual fund portfolio, it appears that the financial press, some

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Three Things Women Need To Do Right Now To Protect Their Retirement

At WIFE.org, we don’t think retiring smart has to be complicated. A few good habits can make the difference between working a part-time job in retirement to make ends meet or spending more time with your grandchildren and taking a cruise each year. Here are three simple things you can start doing today to get

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Why Women Need To Think Differently About Retirement

Ladies, we know that “one size doesn’t fit all,” and that is especially true when it comes to planning for retirement. When we look to the future and retirement, we can’t think like men. Let’s look at three unique challenges that force women to think differently about retirement: A Longer Retirement Congratulations! If you were

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Five Preventable (and Expensive) Mistakes Almost Every New Investor Makes

When you first start investing, it’s easy to get caught up in the daily rollercoaster of the stock market or to give into your urge to “beat” the market by trading stocks on your own. However, study after study shows that the majority of investors would be best served by investing their money into plain

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If You Sold Investments Last Year, You’ll Need to Figure Out Your Cost Basis for Tax Time

If you sold stocks or mutual funds last year, hopefully you made a tidy profit (whoo-hoo!). Of course, Uncle Sam wants his cut of the profits, which are considered capital gains. The tax you owe will depend on your income bracket and how long you’ve owned the investments. If you owned them for a year

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