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Oct 27, 2014

Signing Up for Medicare

As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.

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Oct 6, 2014

401(k) Loans: Good or Bad Idea?

Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.

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Sep 29, 2014

Is Alibaba a Good Investment?

Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.

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Sep 25, 2014

Long-term Care Insurance – Important Changes

If you have ever considered the purchase of a long-term care insurance policy, you may want to get serious. Fewer providers, increasing premium rates, and reduced benefits are changing the landscape.

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Sep 8, 2014

Who Wants to Be a Millionaire?

Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.

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Aug 18, 2014

What is the 4% Rule for Retirement?

In today’s world everything comes with a “rule of thumb”. It’s a way to simplify a more complex formula into an easy-to-remember application. “If you spend 4% each year from your investment portfolio, you won’t run out of money.”

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Aug 11, 2014

Finding Financial Advice and the Possible Barriers

What stops you from getting financial advice? The three barriers that I hear most are fear of the price; guilt that you should “do it yourself”; and lack of confidence in choosing a trustworthy advisor.

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Jul 6, 2014

World Cup Soccer and Investing

The World Cup Soccer championship captures the interest of fans around the world every four years.

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Jun 30, 2014

How to Survive a Divorce

Divorce is a traumatic experience. Financial aspects can create great stress. Settlement decisions are hard to make if you don’t have a clear and complete understanding of the family’s current financial situation and what your future may look like.

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Mar 31, 2014

What is Bitcoin?

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.

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Mar 24, 2014

Does Inflation Matter?

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?

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Mar 10, 2014

Should Investors Worry about Ukraine?

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?

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