How Should Financial Professionals Be Paid? A look at an ongoing discussion that impacts retirement savers & investors. Decades ago, just about all financial services professionals were paid in the same way. They received sales or...
Read more
At a certain age, you are allowed to boost your yearly retirement account contributions. For example, you can direct an extra $1,000 per year into a Roth or traditional IRA starting in the year you turn 50. Your initial reaction to that may be...
Read more
At some point, someone you love may make the transition from living at home to residing at an assisted‐ living facility or nursing home. When should that transition occur, and what factors must be considered along the way? And what don’t...
Read more
If you spend two years or less at a series of jobs, is that a problem? Shouldn’t your resume signal loyalty instead of transience? Well, maybe it isn’t a problem. Maybe you are doing yourself a financial favor instead, especially in this...
Read more
Some life & financial factors that can be overlooked. We all have a “blue sky” vision of the way retirement should be , yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we...
Read more
In fact, many predictions about Wall Street have misread the market’s direction. Trying to determine how Wall Street will behave next week, next month, or next year is difficult. Some feel it is impossible. To predict the near‐term...
Read more
What are the biggest risks to our lives? Some are overblown. What are the major risks to our lives? If we look at the statistics of what claims lives, some of our collective fears look unfounded. According to the Centers for Disease Control’s...
Read more