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Finance

2017 End-of-Year Actions to Enhance Your Retirement Savings

Making contributions to your retirement accounts is guaranteed to strengthen your financial and retirement plan. This year December 31 is ...
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Finance

Don’t Be Afraid of a Market Pull Back

Don’t be afraid of a market pull back. This October 19 marked the 30-year anniversary of the great crash of ...
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BlogNews

Candlelight Concerts Expected to Delight

The Candlelight Concerts at First Congregational Church in Berkeley, December 2, 2017 and on the Old First Concert Series in ...
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Career Coaching

Interview Preparation

Many years ago I found myself racing from my then home in El Cerrito to the San Rafael Bridge, on ...
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The Opening Bell

“The Shortfall in Inflation is a Mystery”: Janet Yellen, Federal Reserve Chair

Changes may be afoot at the Federal Open Market Committee, which meets every six weeks, to assess the health of ...
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The Opening Bell

Back to School/Back to Work

I always forget how much I love the Fall until October, when everything starts moving toward winter, and something makes ...
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The Opening Bell

Cash, Bonds, and Happiness

Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising ...
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BlogNews

Charitable Giving During the Retirement Years: A “Choirside” Lecture

The Piedmont East Bay Children’s Choir is hosting a presentation on October 28 by Jim Bell, CFP®, President and Founder ...
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BlogNews

Bell Adds Additional Identity Protection for Clients

Identity repair available to Bell clients since 2014 Increasingly we hear stories and see headlines of data system breaches, identity ...
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