Investing

Reverse Mortgages- Do they have a place in your Financial Plan?

Many people have heard about reverse mortgages.  They are hyped on TV, radio, magazines and many brokers recommend them aggressively.…

9 years ago

Savings to Spend…Help for Those with Budgeting Challenges

Perhaps the single most important factor in reducing financial stress is managing cash flow. In their book The Millionaire Next…

10 years ago

Market Top? Worried?

Is the Bull market over?  Are rising interest rates going to hurt bonds?  What about the volatility in the Chinese…

10 years ago

Stop-Loss The Hidden Key to Health Insurance Savings?

Many employers provide or share the cost of health insurance, for their employees.  This is a wonderful benefit.  Since many…

10 years ago

Secrets of How Boomers Can Retire Comfortably!

Much has been written about the inadequate level of saving by Baby Boomers in America.  Not a day goes by…

10 years ago

Evaluating and Comparing Your Investment Portfolio’s Performance

One of the most challenging aspects of investing is evaluating investment performance. There is a never ending cornucopia of information…

10 years ago

Should I use a Tax-deferred Investment Account?

However, while tax-deferred growth can be a good deal, paying taxes on the way out may be a bad deal…

10 years ago

When Investing Read the Not-So-Fine Print!

Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…

10 years ago

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…

10 years ago

Why did my Mutual Fund Crash and Burn?

Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…

10 years ago