Are Rising Rates Good?

Sep 20, 2017 by

Rising interest rates generally reward savers and punish borrowers. But there are other, less obvious benefits. Guest post from Patty Moore of Working Mother Life!

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Get These 3 Things Right

Apr 8, 2017 by

Saving enough for a comfortable, secure retirement isn’t complicated. Follow these three guidelines, and you can’t miss. And your little man/woman will be happy. 🙂

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Why the Trump Bump?

Dec 27, 2016 by

The S&P 500 is up 5.8% since U.S. Election Day. Do investors love Trump so much, or might the reasons for the stock price run-up be a bit more complex?

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Bonds’ Trump Thump

Nov 21, 2016 by

Bonds lost over $1 trillion in value on November 9-10. How has Trump’s surprise victory affected your investments?

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Building a Better Portfolio

Nov 17, 2016 by

Suggestions here from Joseph Hogue, CFA, on how to build a better investment portfolio—crucial to a secure retirement!

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Why the 4% Rule Fails

Sep 15, 2016 by

Want to go back to work in your 70s or 80s? Here’s how following the 4% rule can easily lead to retirement financial disaster.

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Diamonds and Dogs #27

Jun 13, 2016 by

I share my latest picks for three pieces of online content with the power to help you make better money choices (the Diamonds), and one that can put the bite on you (the Dog).

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Tax Free IRA Distribution

May 10, 2016 by

Here’s how to stiff Uncle Sam on the tax on required minimum distributions from your traditional IRA. No offshore tax haven needed. 🙂

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New Financial Advisor Regs

May 6, 2016 by

I bet the financial industry fought tooth & nail this new regulation requiring financial advisors to “act in the client’s best interest.”

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SEP or Roth IRA?

Apr 26, 2016 by

Are you self-employed (a freelancer)? Then you may be able to build a retirement fund far faster contributing to a SEP IRA instead of to a Roth IRA.

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