16 Aug Should I cut back on health care mutual funds?
Rebalancing is key if you want to keep your planned asset allocation. ...
05 Jul How do I treat RMDs from my deceased wife’s IRA?
When you are a spouse, you have some advantages with inheritances. ...
26 Jun Are the new Trump accounts better than a 529 plan?
Free money is great, but make sure it will suit your future needs. ...
17 Jun I’m in all index funds. Should I pull back my stock exposure?
Your asset allocation deserves regular review. ...
05 Jun I can’t get info on my husband’s pension. What can I do?
You have several legal avenues to follow for more information. ...
22 May Is there an opportunity to invest in gas because of Iran?
World events can have significant impact on the stock market. ...
22 May What’s the penalty if you mess up your IRA distribution?
You don't want to make a mistake with your distributions. ...
24 Apr I’m retiring soon. Should I convert my 401(k) to a Roth?
Roth conversions can be a powerful tool - in the right circumstances. ...
24 Apr I won at a casino and I’m disabled. What happens now?
A win is a win, but it may have consequences. ...
26 Mar I won a jackpot. Will I really lose SSI benefits?
Needs-based programs can be affected by unexpected income. ...