01 Nov I invested in a friend’s company. Should I sell out?
An overall financial plan should be considered before investing. ...
Retirement
26 Oct Should I have real estate in my portfolio now?
It's always smart to consider different asset classes for your portfolio. ...
25 Oct I’m retiring with health insurance. Do I also need Medicare?
Medicare and employer health plans coordinate for your benefits....
24 Oct Are inflation-indexed bonds — I Bonds — still a good deal?
With higher inflation, there are several investments to think about....
24 Oct Should I buy dividend stocks or something else?
When you're nearing retirement, dividends are only one consideration....
23 Oct I’m retiring. How can I get my pension in a lump sum?
Few employers have pension for their employees these days....
23 Oct After Hamas attacks, are there investment opportunities abroad?
The world is watching to see what happens next....
18 Oct Should I convert my traditional IRA to a Roth?
There are advantages to a conversion, but that tax bill will come due....