Expert Articles

A Reader Asks: “Should I use annuities as a temporary investment?” ...
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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 ...
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A young professional asks: “I am 27 years old and have finally worked myself into a well-paying job. I want to make the ...
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Financial peace arrives when you no longer have to worry about your income being sufficient to cover your expenses.  It’s a great feeling ...
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Not everyone needs a financial advisor. But if you are not sure about how your financial assets should be invested, or if you ...
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Being in the 24% tax bracket doesn’t mean you pay 24% on everything you make. The progressive tax system means that people with ...
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Focus your goals in retirement and how you will pay for them. Address your concerns and expectations for retirement. Identify things that could ...
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Some of the most progressive companies are introducing a new employee benefit: company-paid financial guidance. Concerned about their employees’ retirement funds, and acknowledging ...
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In 2017, the oldest baby boomers, who turned age 70 in 2016, reached the required beginning date (RBD) for taking withdrawals from traditional ...
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A study by the Charles Schwab brokerage firm found that people with a written retirement plan are 60 percent more likely to increase ...
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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 ...
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Some good advice from SeekingAlpha: The elephant standing in the room in all discussions of financial advice is the unethical advisor who offers ...
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The NY Post published an article Most Americans can’t answer these 4 basic money questions.   They questioned "Millennials" and "Boomers" to see ...
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First, the good news. According to a leading investment firm, current retirees are doing just fine. They studied a large group of retirees ...
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Mutual fund share classes are little understood by the investing public, but they are important because they determine how much the investor pays ...
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