02 Nov Must I sell stock for IRA distribution?
When taking Required Minimum Distributions, follow the rules. ...
29 Oct Am I getting hoodwinked by my CFP?
Some investments have rules you have to follow -- even if you don't want to. ...
22 Oct A widow and a windfall: how to invest
A new widow isn't sure what to do with a $500,000 life insurance payout. ...
22 Oct Are my mutual funds too similar?
You can explore the guts of mutual funds to make sure your portfolio is diverse. ...
21 Oct Balancing college and retirement savings
If you can't save for both, put yourself first....
20 Oct All stocks and near retirement? Bad idea
Why a 100 percent stock portfolio isn't right for a soon-to-be-retiree....
16 Oct LLC or S Corp.? Benefits for new biz
Choosing a business structure that works for you....
09 Oct Retirement saving if you’re over age 70 1/2
Your savings options are limited after you take Required Minimum Distributions. ...
07 Oct Secrets will hurt your money life
When working with advisors, honesty and transparency are key....
06 Oct How long to keep old financial statements
You don't have to keep all those papers forever -- mostly. ...