Category Archives: Finance

Experts Forecast Long-Term Stock and Bond Returns: 2018 Edition

Posted on January 8, 2018 by Jim deMaine

Morningstar summarizes the predictions for equities and bonds in a lead article: click here to read the somewhat gloomy returns predicted. Other experts, of course, disagree. Someone once defined an expert to me as “some SOB from out of town … Continue reading →

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How Eight Families Fare Under the New Tax Bill

Posted on December 22, 2017 by Jim deMaine

Editor’s Note: A Certified financial planner emailed this analysis from Bloomberg to me (click below for the full document), “If you’re confused by how the Republican tax bill will affect you, you’re not alone. “The final version rewrites the tax code in dozens of … Continue reading →

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Let’s (not) go phishing

Posted on November 4, 2017 by Jim deMaine

Sally Soest reminds us that emails can be an easy way for us to be exposed to malware, ransomware and fraud. Wisely she called her bank rather than responding to a “phishy” email about her account. Beware when an email … Continue reading →

Posted in Finance, Safety, Scams, Science and Technology | 1 Comment

Finances in the CCRC Industry – 3PM Nov 8

Posted on October 31, 2017 by Jim deMaine

“Financial Issues in Today’s CCRC Industry” November 8, 2017, Wednesday, 3:00PM at Skyline Leading Age Washington and WACCRA jointly invite you to an educational program entitled “Financial Issues in Today’s CCRC Industry.” This program is the first of a series … Continue reading →

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Plan to eliminate medical expense deduction – message from NACCRA & WACCRA

Posted on October 15, 2017 by Jim deMaine

Dear WACCRA Members: Although redundant for some, we are forwarding the significant alert sent out by the National Continuing Care Residents Association (NaCCRA) which concerns the Trump administration’s plan to eliminate your federal income tax deduction for medical expenses. This … Continue reading →

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How to freeze your credit in light of the Equifax data breech

Posted on October 7, 2017 by Jim deMaine

From CNET: “It’s still early days, so even if your credit report comes back clean, remain vigilant about protecting your credit. One of the most reliable ways to prevent someone from opening credit cards in your name is to place … Continue reading →

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From Canada – understanding U.S. health care

Posted on July 27, 2017 by Jim deMaine

Ed note: When in Victoria recently I happened to spy this article in The Globe and Mail newspaper. They truly have trouble understanding our health care system. The answer: see below! “To Understand U.S. health care, think like an American.” “Don’t … Continue reading →

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Anxiety in Eastern Washington Orchards

Posted on March 16, 2017 by Jim deMaine

From Crosscut: “In the Yakima Valley, nestled east of the Cascades, the fruit trees are waking up. Signs along State Highway 24 advertise openings for “piscadores,” or harvesters. At the Doornink Fruit Ranch in Wapato, expert hands prune hundreds of acres … Continue reading →

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Why Your Portfolio Needs Plenty of Stocks, Whatever Your Age

Posted on September 5, 2016 by Jim deMaine

If you enjoy an antidote to “common wisdom” read the following from David Levine which is the first of two articles in the NYT. “WHEN I went to work on Wall Street in 1972, it was an article of faith … Continue reading →

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Skyline Resident’s Association meeting about possible expansion

Posted on July 19, 2016 by Jim deMaine

From Sue Phillips “Resident Reaction to Skyline II Process:  Over 100 Skyline residents attending the July 14, 2016, quarterly meeting were divided into 5 groups and asked to respond to the question “What is your reaction to the proposal for … Continue reading →

Posted in CCRC Info, Finance, Health, In the Neighborhood | 1 Comment