How to Put Better-than-Ever Interest Rates to Work for You – Part I
If there’s one good thing that has come out of the economic downturn during these past few years, it’s rock-bottom interest rates. And while it may seem a strange concept […]
New Rules for IRAs – What You Need to Know
This January brings with it some new rules taking effect to govern IRAs. According to a study funded by Green IRA, 41%, or 64.8 million households in the United States own […]
Post-Fiscal Cliff Investing: Proceed with Caution
With the economy looking less hostile by the day, many former investors are dusting off their savings accounts and looking for ways to get their money back into the market. Be […]
Borrowing from Your 401(k): A Financial Sin
When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you have funneled into your 401(k) is supposed to buy you […]
Financial Advice versus Financial Coaching: Which One is Right for YOU?
You’ve probably heard the different terms describing financial planners and what they can do to secure your financial future. The question is: did you know that there is a vast […]
Are You Covered Long-Term?
We’ve all heard the horror stories about the investor who did everything right, who had the right job, maxed out their 401k, diversified their portfolio until comfort in retirement was […]
How to Prepare for a Financial Consultation
When we go to the doctor, we are all used to hearing those basic questions that check-ups usually start with: “Do you drink? Do you smoke? How much exercise do […]
401(k) Fees: Critical Turning Point This November
November often acts as a transition into many things: the holiday season, end of the year preparations, and winter’s arrival. This November signaled another transition for employees with a 401(k) […]
Investment Behaviors Smart Investors Avoid
If you have an eye toward increasing your net worth, you’re most likely an investor. Sure, you may not be the next Warren Buffet, but you understand that putting at […]
Eating the Estate Planning Elephant One Bite at a Time – Part II
You may have been trying to avoid your own proverbial estate planning elephant for some time now, but if the first part of this article attempted to prove anything, it’s […]