11 Feb How often should I check my investments?
It's not healthy for you or your portfolio if you check your investments too often. ...
11 Feb Can my RMD go back into an IRA?
Required Minimum Distributions can't automatically be reinvested in a retirement account. ...
05 Feb What to do with extra money in your monthly budget
If you have extra cash flow, create a plan to use it wisely....
05 Feb The difference between ‘diversification’ and ‘asset allocation’
Both concepts are needed for a good portfolio....
04 Feb Confused about RMDs? Here’s some clarity
If you have to take a Required Minimum Distribution (RMD), make sure you do it right....
03 Feb Why dad is right about international investing
Exposure to international investments is an important part of a diversified portfolio...
03 Feb How to sell inherited stock
A checklist to consider before selling inherited stock...
02 Feb Maximizing Social Security when one spouse has health issues
Making a smart Social Security decision when one spouse has health issues. ...
30 Jan The lowdown on Required Minimum Distributions (RMDs)
When you have multiple IRA and annuity accounts, Required Minimum Distributions (RMDs) can be complicated....
23 Jan When can I afford to retire?
You need to understand your income sources in retirement before you take the plunge....