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Tuesday, May 16, 2017

Self-employed folks have a variety of choices to set up retirement plans for themselves and their employees. Today, we are going to talk about kinds of retirement plans that can give them the opportunity to contribute as much as $54...

 

Tuesday, May 2, 2017

What’s the best age to retire? It depends. Some people enjoy their work so much that retirement isn’t something they even want to consider. Others want to retire as soon as possible. There are a lot of factors that go into...

 

Tuesday, April 4, 2017

Would a 10% pull back really be a bad thing? There’s plenty of talk surrounding the next move in the markets. It’s no surprise. The current bull market has just celebrated its eighth anniversary. Should that leave us...

 

Tuesday, April 4, 2017

Self-employed folks have a variety of choices to set up retirement plans for themselves and their employees. Today, we are going to talk about kinds of retirement plans that can give them the opportunity to contribute as much as $54...

 

Tuesday, March 21, 2017

Medicare is a huge undertaking, and it covers a surprising number of members. These six facts should impress you---and some may help you make the most of the program, too. It’s valuable to learn a lot about Medicare so that you...

 

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Tuesday, March 7, 2017

Today as I write this blog, on March 1, 2017, the S&P 500 Index closed at 2,395.96. What a difference in those scary days of the first six weeks of 2016.The stock market opened down on the first day of last year, and went pretty much...

 

Friday, March 3, 2017

The advantages of tax-free growth, has made the Roth IRAs an increasingly popular investment vehicle to leave to children or other loved ones. But heirs won’t reap the full benefit of a Roth IRA if it isn’t passed down...

 

Wednesday, February 8, 2017

Over the last few weeks, professional financial planners have been fielding calls from clients who are asking the kinds of questions that every professional investor hates to hear. The Dow has reached (and then fallen back below) 20...

 

Wednesday, February 8, 2017

How secure are the passwords you use to access your banking or investment data? A recent article in Forbes magazine surveyed security company SplashData’s password dumps, looking for the world’s most common—and,...

 

Tuesday, February 7, 2017

Tax audits happen, but there are several things you can do to reduce your chances of being audited---and most of them are easy. It’s common for taxpayers to wonder how likely it is that their tax return will be audited, as the...

 

Thursday, January 19, 2017

You can improve your financial health by finding and using ways to reduce your tax bill. Your income will go further if you’re paying less in taxes. Here are 10 strategies to consider: Sock away money for retirement. Traditional,...

 

Wednesday, January 18, 2017

With this blog I want to share with you a couple of articles that I believe are invaluable to healthy living. The first article that I’m sharing with you is: “Ever wonder who’s in control?”, by: Maddy Dychtwald,...

 

Sunday, January 1, 2017

You probably know that the IRS requires you to start taking mandatory distributions from your IRA when you turn 70 1/2, even if you don’t actually need the money. But can you do a Roth conversion at that late date, and thereby...

 

Sunday, January 1, 2017

As we review and reflect the events of 2016, my first comment is…wow, what a year. The year 2016 began with what has been termed the worst six week in equity market history—the S&P 500 Index declined more than eleven...

 

Wednesday, November 9, 2016

Donald Trump emerged as the winner last night of a hotly contested presidential campaign and will be inaugurated as the 45th president of the United States on Friday, January 20, 2017. The transition to a Republican presidency and...

 

Monday, October 17, 2016

With the presidential election only weeks away, investors may be wondering how their portfolios could be affected by the outcome of this contentions political season. High levels of stock market price volatility is a reflection of...

 

Monday, October 3, 2016

Chances are you’ve felt a bit discouraged by the global warning reports. On the one hand, they say that our world is in for trouble unless we make significant changes in how our global economy produces the energy it needs to...

 

Thursday, September 1, 2016

What the Rich Pay According to studies the rich do not pay less than the middle class. This is backed up by studies by U.S. Treasury Department, Investor’s Business Daily and the Atlantic Monthly. As can be noted in the table...

 

Wednesday, August 17, 2016

Raising financially savvy children involves teaching them a variety of aspects from budgeting to planning, earning and saving. Besides giving them an understanding of the value of a dollar, teaching children about fiscal responsibility...

 

Wednesday, August 17, 2016

With the benefit of hindsight, we can see that it would have been a bad idea to sell your stock holdings after the Brexit vote; you would have locked in a 5% to 10% loss in a market that eventually trended upward to new record highs....

 

Friday, July 1, 2016

Behavior combined with discipline are fundamental to achieving a better life, including preparing a sound financial foundation for your retirement. This includes achieving the American Dream, however you wish it to take shape. To begin...

 

Thursday, May 26, 2016

A common misconception we often hear is that you must have earned income (taxable) to fund an IRA, as though not having earned meant that you were out of luck either beginning or adding to a nest egg. This is a very costly myth....

 

Thursday, May 26, 2016

As I have said many times to clients: “Timing the Market is a Losers Game.” Why should I say this, because, “market timing” to be successful requires an ability to forecast the future correctly; not only once...

 

Monday, May 16, 2016

We now celebrate the seventh anniversary of our post “Great Recession” bull mark. “The secret to this bull market has been its ability to embrace and relish a chronic wall of worry. From its beginning, the stock...

 

Monday, May 16, 2016

What is retirement planning? It has many definitions. In the world that I help and advise clients, it’s a combination of many things. It’s helping clients identify and work towards their ideal retirement goals, whatever...