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. ...
05 Feb Self-employed with unreliable income – and nearing retirement
Posted at 18:08h
in Money Makeovers
Elsa has to dip into her savings to cover expenses because of an unreliable income. She wants a more solid game plan as she nears retirement. ...
05 Feb The difference between ‘diversification’ and ‘asset allocation’
Both concepts are needed for a good portfolio....
23 Jan Single dad considers cross-country move, early retirement
Posted at 13:08h
in Money Makeovers
Mixing retirement with a move across the country, or does retirement have to wait?...
20 Jan Calculating capital gains tax on inherited stock
Determining what capital gains taxes may be owed on inherited stock....
15 Jan Couple’s early retirement dreams could be a reality
Posted at 17:30h
in Money Makeovers
A 50-something couple considers what early retirement would mean for their finances. ...
14 Jan How much is too much to pay for investment fees?
Advisors should be paid for their work, but fees shouldn't significantly hurt your return....
07 Jan How not to go broke: Ideas for a great 2015
Posted at 16:24h
in Viewpoints
Keeping up with the indexes isn't as important as it may seem. ...
05 Jan Flipping the Switch: Generating a paycheck from your portfolio
Posted at 16:10h
in Viewpoints
Having enough income to pay expenses in retirement sounds like a success story, but of course, it's not that simple....
30 Dec You are not supposed to beat the index, so stop thinking that you are
Posted at 23:12h
in Viewpoints
Keeping up with the indexes isn't as important as it may seem. ...