Is retirement on your horizon? Have you thought about what it will take to be prepared financially to retire? This article provides a number of common financial decision points and action items that you may need to evaluate during your “pre-retirement” period.
Read MoreHave you ever thought about the actual day you will retire? How will you make that decision and what factors will you consider when circling your retirement date on the calendar?
Read MoreFind out the maximum contribution limits that can be made to most retirement savings accounts including 401(k) plans, 403(b) plans, traditional and Roth IRAs for 2019.
Read MoreYou will note in the table below that over the last year the S&P 500 (U.S. stocks) has outperformed its international counterpart by more than 22%! This disparity in performance becomes even more magnified when considering 10 year and 15 year performance numbers. In fact, U.S stocks have outpaced foreign stocks by about 2.5% annually for the last 15 years! So why is it important to take a global perspective when investing for the long term?
Read MoreThis article discusses differences between 529 College Savings Plans and Coverdell Education Savings Plans
Read MoreWhile implementing a security freeze on your credit is a great way to prevent new credit from being extended in your name, you need to understand that there drawbacks.
Read MoreThe ability to contribute to Roth IRAs can represent one of the most beneficial financial planning decisions that people can make for their future.
Read MoreAlthough outlooks vary, there is no shortage of opinions on where the financial markets are heading. Here are a few notable headlines just from the last 6 months or so:
Read MoreThis article provides global performance information for stocks and bonds for the second quarter of 2017.
Read MoreIn a recent BARRON’S, it was reported that the American Psychiatric Association recognizes more than 100 different types of phobias. But what’s causing widespread anxiety in the markets now is one that might not make that list of fears. That would be “The Fear of Missing Out.
Read MoreWe are often asked by clients if there is a way to link their TD Ameritrade or Charles Schwab brokerage accounts to their checking accounts so that they can transfer money back and forth between those accounts. While there are a number of ways to accomplish this task, the easiest is to logon to your TD or Schwab account and make this connection yourself.
Read MoreA number of studies have shown that investor behavioral biases have an enormous impact on investment returns for the average investor. Given the emotional component of investing, it is important to recognize that, while we cannot avoid these feelings, gaining an understanding of common behavioral biases may help us avoid acting on these emotions.
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