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As financial planners and investment advisors, we see mistakes that employees make when handling their 401(k)s. Four such mistakes standout as having the greatest impact on a comfortable versus not-so comfortable retirement.
As investors, the ideal outcome is for our investments to make money for us and have a positive social impact on our community. Is that possible?
I am amazed when people tell me they are not eligible to contribute to an IRA. This is not true!
Bitcoin has been in the news due to the largest on-line exchange, Mt. Gox, suspending trading in February 2014 and filing for protection from creditors.
To most of us, inflation means higher prices. The grocery bill goes up, it costs more to go to the movies and to buy a car. But, what else is impacted by inflation?
We live in a global community. Activities anywhere in the world can have an impact, positive or negative, on our investment markets. So, what about Russia and the Ukraine?
The GDP for the fourth quarter of 2013 was just released. It was lower than expected.
You need money and your only source is an IRA. You are not yet age 59 ½, so any money withdrawn will be subject to the early withdrawal penalty.
If you just signed up for Medicare, you may be surprised to discover you are paying a much higher monthly premium than others.
Heart disease, cancer, arthritis, and diabetes are all examples of chronic illnesses. One out of every two Americans has some type of a chronic condition. While this can be a physical and mental challenge, it can also have a financial impact.
Humor can be the best teacher! Have you ever considered the life lessons portrayed in a Seinfeld episode? Many can be applied to investing.
If you are over 70 ½, read this article! The Internal Revenue Service requires you to withdraw a minimum amount each year from your retirement accounts. If you don’t need the money, you have options that can reduce your taxes either this year or in the future.