Get your minds out of the marijuana plant. I’m not talking about that type of rolling. Rather, the pros and cons of rolling your old 401k/403b plans into a Rollover IRA. Generally, I say YES, you should move money out…
It’s October, and like candy corns, witch hats, and tacky people putting up their Christmas trees already, you have come to expect the annual review on the best and worst performing sectors of the economy so far this year. As…
To encourage you not to leave all the year-end tasks until, well, the end of the year, I’d like to explain a charitable gifting hack for readers aged 70 ½ and older. The Qualified Charitable Distribution (aka QCD) allows people…
The holidays are upon us, and if Christmas tree displays in September didn’t remind you, it’s time to get started on whatever year-end shopping you do. I’m a big fan of starting holiday shopping early and with purpose. Before I…
We’ve revisited some financial rules of thumb this month. Here are a few more bits of (maybe obvious) advice to achieve financial security. Simple portfolios work just fine. Investments don’t have to be complex or expensive to be good. …
Did you know that there is such a thing as too much savings? It’s true! Some people over save in their emergency fund. Or even in retirement accounts. Not everyone is the chronic over-spender the media would have you believe.…
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