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Financial Planning Friday: Follow This Rule When Spending a Tax Refund.
In this tax-day version of Financial Planning Friday, I thought it would be helpful to discuss some ideas for a…
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Winning. Consistency Matters, Especially in Your Portfolio.
As you may be aware, last night was a great night if you are a basketball fan! I watched as…
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Thinking of Retiring? You Need to Understand Sequence of Returns Risk.
This is the year! If you have your calendar marked and you are counting down the days to walk out…
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Financial Planning Friday: Spend Some Quality Time With Your 401k.
With the tremendous responsibility of getting your work done and managing your current needs, you are also in charge of…
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The Word The President Of The United States Wants You to Know.
With all of the attention on the upcoming election, there are some items that the current administration want to get…
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Financial Planning Friday: Do You Need Some Cash?
Last week I read a headline that said something to the effect, “Market Turns Negative as Investors Flee to…
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Estate Planning and Your Digital Assets
If something were to happen to you today, what would happen to your e-book collection? Your Facebook and Twitter accounts? Do…
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The Frugal Investor Market Commentary 2/11/16: Seeking Opportunities in a Struggling Market
[grwebform url=”https://app.getresponse.com/view_webform_v2.js?u=BOdmh&webforms_id=3594105″ css=”on” center=”off” center_margin=”200″/]The stock market opened lower today and opportunities are plentiful if you are a contrarian. What…
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Nearing retirement … How much do you know about Social Security?
[grwebform url=”https://app.getresponse.com/view_webform_v2.js?u=BOdmh&webforms_id=3594105″ css=”on” center=”off” center_margin=”200″/]How much do you know about Social Security? A whopping 88 percent of Americans ages 65 and…
Trustees and Executors: 4 Valuable Tips You Need to Know
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