Teacher Appreciation and 529 Day
This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th. These two financial awareness topics...
What the HECM (pronounced heck-em) is a HECM?
12 Ways to Help Improve Your Retirement Results! A HECM is a Home Equity Conversion Mortgage. As a line of credit, it can’t be cancelled,...
Why Women are Excellent Investors!
Women are different than men. As a Certified Financial Planner® this holds true in the investment world. Women are faced with unique challenges as they...
Worry About Money? A Lot of Energy But No Gains
About 43% of you worry about money. That’s what the Institute of Financial Planning and National Savings and Investments found. That means that you’re putting...
DIY for Home Improvement – Not Funding Your Retirement
The media aren’t over-stating this retirement issue. There really is an economic catastrophe overtaking those over-65. One out of seven of the over-65 are living in...
Who Are the Real Financial Fiduciaries?
The DOL just published a new regulation that turns stockbrokers into financial fiduciaries when they provide financial advice and services to qualified retirement plans (401k)...
Why Rollover Your Retirement Assets into an IRA?
A 2014 study from Cogent Reports concluded that over 50% of affluent investors with a balance in a former employer-sponsored retirement plan expect to roll...
Investment Returns Revisited – Part II
Is 6% a good return on your investment? In Part I of the our blog, we discussed the likelihood that investment returns may be below...
“Lower Investment Returns Ahead!” – (False Alarm?)
If you follow headlines in the financial press or read the blogs of various online “authorities,” you have no doubt bumped into many predictions that...
What Should You Do With Your Retirement Plan?
When You Leave Your Employer Or Retire…What Should You Do With Your Retirement Plan? The IRA rollover could be your answer. As retirement approaches and you prepare...
