After December’s market plunge and January’s surge, we can forgive investors for feeling whiplash. During times of extreme volatility, it is especially common ... Read More
IRAs and 401(k) plans were designed to be used during retirement for supplemental income. For that reason, there are penalties for taking money ... Read More
Here’s some good news: you can positively affect your level of economic success by planning for your future instead of “winging” it. Without ... Read More
Do-It-Yourself Retirement Planning? A report recently published by the Federal Reserve Bank on the Economic Well-Being of U.S. Households, discusses what people have ... Read More
From our favorite economist - Brian Wesbury: An entire generation of investors has been misled about interest rates: where they come from, what ... Read More
Focus your goals in retirement and how you will pay for them. Address your concerns and expectations for retirement. Identify things that could ... Read More
Some of the most progressive companies are introducing a new employee benefit: company-paid financial guidance. Concerned about their employees’ retirement funds, and acknowledging ... Read More
In 2017, the oldest baby boomers, who turned age 70 in 2016, reached the required beginning date (RBD) for taking withdrawals from traditional ... Read More
The Center for Retirement Research (CRR) at Boston College, found that 52 percent of working-age U.S. households are at risk of being unable ... Read More
Some good advice from SeekingAlpha: The elephant standing in the room in all discussions of financial advice is the unethical advisor who offers ... Read More
The NY Post published an article Most Americans can’t answer these 4 basic money questions. They questioned "Millennials" and "Boomers" to see ... Read More
First, the good news. According to a leading investment firm, current retirees are doing just fine. They studied a large group of retirees ... Read More
Mutual fund share classes are little understood by the investing public, but they are important because they determine how much the investor pays ... Read More