Year end marks several important deadlines that you don’t want to forget. If you fail to meet these deadlines, you will lose out on the benefits for this year. Here are eight important tasks to take care of before Dec. 31, 2018: Max out your employer-sponsored retirement plan. If you still working you need to take the free matching funds …
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If you ask me, my services to my clients are priceless, but I know that’s not a very satisfying response. The true answer for your family of how much return on investment you get from a financial advisor will, of course, depend on your specific situation. Here are some thoughts on how to answer this …
With the recent volatility in stock prices, many people are wondering about their financial future. Stock prices are down from the highs. Since prices have moved around dramatically from day to day and even within the day, it’s hard to be clear about what current data tells us. In general, stock prices are down. Depending …
I have three kids. We are in the midst of college planning for my middle child, Peggy. October 1 was the first time you could complete the Free Application for Federal Student Aid (FAFSA). It’s one of the important steps in selecting the best college for your child. As regular readers know, I’m a financial …
As always, whether or not you can retire early depends on your situation. How do you want to live in retirement? How much do you have saved today? How long do you plan to live? When I was a young person just starting out in my career, it was the mid-1980s. Inflation was high and …
If you participate in the retirement savings plan at work such as a 401(k), 403(b) or Simple IRA, you own an IRA, or you own life insurance, you have been asked to fill out a beneficiary form. But why? If you are married, you might think that everything would go to your spouse anyway, so …
