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Image for The Hazards of 401(k) Loans!

Jun 1, 2015

The Hazards of 401(k) Loans!

If you need money, should you consider borrowing from your 401(k)? It may be the easiest place to get needed funds, but is the impact on your future retirement lifestyle worth it?

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May 26, 2015

You've Graduated - Now Pass Your Financial Test

I was honored to attend Hanover College’s graduation ceremonies this past weekend. This is the financial advice I would share with any young person who is beginning the next chapter of his/her life’s story.

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May 18, 2015

Simple Tax Strategies to Make Retirement Funds Last!

How can you boost the longevity of your investment portfolio during retirement? Holding the appropriate investments in your account and paying attention to the income tax ramifications can add years to your income flow.

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May 11, 2015

Warren Buffett and Charlie Munger: More than Investing

What would happen if you were to give two elderly gentlemen soda, candy, and a microphone in front of 40,000 people?

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May 3, 2015

Parents: 4 Tips to Help Your Student Ace Finances

High school graduations are just around the corner and in the past year you’ve likely spent a lot of time helping your child determine their field of study as well as the right college.

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Apr 27, 2015

Paper Piled Up: Toss or Keep?

Are your files bulging with important tax documents, monthly statements, and paid bills? Before you become overwhelmed by the urge to pull and dump, review the guidelines regarding how long to maintain your important records.

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Apr 13, 2015

Investing for Retirement: Target Date Funds Can Be Dangerous

Are your 401(k) dollars going into target date funds? If so, take a closer look! Obvious assumptions about these funds prove to be false.

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Apr 6, 2015

Top 3 Reasons to Invest in International Stocks

After years of under-performance, international stocks have started off strong in 2015. The economic world is seeming smaller and investing outside of the U.S. can be an integral part of a successful portfolio.

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Mar 30, 2015

Are You in the Final Four?

March Madness will culminate in Indianapolis this week! Coaches and athletes have worked diligently on their game plans to get to this Final Four tournament.

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Mar 23, 2015

Real Estate Transaction Documents

Buying or selling a house? The legal documents can make you crazy! It’s to your advantage to understand the documents required and whether you should sign on that dotted line.

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Mar 16, 2015

Senior Care Housing Options

Where will you live if you need some type of assistance? Reviewing the options can be overwhelming. Before making a decision, have a clear understanding of the services provided as well as the financial impact.

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Feb 16, 2015

Cyber Insecurity: Your Information is at Risk

Anthem recently announced that the personal information of 80 million insured individuals had been compromised. The cyber thieves have both financial and medical identification data.