Great video by Dimensional Fund Advisors which drives home the emotional ups and downs of the stock market. Enjoy with the sound...
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04/12/18
03/02/18
Bonds or Bond Funds: What makes sense for Retirees?
Many retirees are nervous about expanding their portfolios with bonds due to the uncertainty of the rising rate interest rates. Nevertheless, individual bonds or bond funds are a necessary component...
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02/08/18
Common Problems with Annuities in Retirement Planning
Cost, Complexity, and their Irrevocable Nature (once you annuitize) For a long time, annuities have been considered a tool by many that can help with retirement planning by providing a stable,...
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12/11/17
Don’t let the year end without considering these 7 year-end financial planning moves
2018 is closing in fast. Now that the year is almost over, it’s a good time to wrap up any loose money ends and prepare for the coming year. With the right positioning, you can reduce your tax...
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11/29/17
Actual Steps: How To Rollover Your Old Employer’s 401k Retirement Plan
Most folks prefer to move or rollover their retirement account balances once they retire or otherwise leave their current employer. But what is the actual process? Step One: Setup a rollover IRA at...
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10/24/17
What’s an inherited IRA?
How do Inherited IRAs Work? The shift from pension plans to 401k style retirement accounts has redefined retirement income savings for a large number of Americans, creating generational opportunities...
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