We are continuing on this month’s theme on stuff I learned at the Investment News Women’s Advisor Summit. Maybe these sound like, “well, duh!” to you. Or you may be thinking that as a personal finance professional I should know all this stuff anyway. The fact is, I don’t know everything, and I learn new…
Another year, another attempt to fix our retirement laws. As I write this, the SECURE Act (Setting Every Community Up for Retirement Enhancement) is working its way through the Senate with bi-partisan support. By the time you see this blog (I write them a few weeks in advance), this could be law. Here are…
A question that comes up from clients of all ages is “how do I handle the dividends and interest from my investments?” What is a dividend, anyway? From the Google dictionary, a dividend is “a sum of money paid regularly (typically quarterly) by a company to its shareholders out of its profits or reserves.” …
If you’re thinking that the job you have is only going to be short-term and you’re wondering if you should contribute to your retirement account, check out the video below!
This 9-year rise in the stock market has been called “the most hated stock rally ever.” Maybe people are so scarred by the Great Recession that they can’t believe good news will ever happen again in the stock market. Even though it’s been happening (at least in the U.S. with only minor hiccups) for 9…
What’s the difference? Often people need help deciding whether to save for retirement in a Traditional or Roth-type of account; another way to put that is do you want tax-free or tax-deferred? This question can come up when you are signing up for your retirement plan at work or when you are deciding to…
It’s July already???? Yikes, 2017 has gone by quickly! Time to do a financial check-up on those New Year’s Resolutions to see how you are doing. I don’t know what your resolutions were, so here are a few common ones that there is still time to tackle. BEFORE you are making your resolutions for…
What’s the magic number? Forgive me if I’m like the drunk at a party and I’ve already said this to you before. But it’s come up in a bunch of client meetings lately, so I’m going to tell you again. And again. And again. Americans really like to compete when it comes to…
Have you saved for 2016? April 15th looms and for those of you who haven’t saved for 2016, time is running out. As if that pressure isn’t enough, you have to decide what kind of retirement account to use. Roth IRA Roth IRAs allow you to put up to $5,500/year in ($6,500 if…
Want to sell your business for $1billion? At the heart of the small business owner is the hope that someone will come along and buy his business for exactly the right amount of money to retire to the Caribbean. Just in case that doesn’t pan out, how you will support yourself when your business…
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