Retirement Plan Rollover Options
When you leave (or have left) an employer, you have several choices of what to do with your qualified retirement plan such as a 401(k) or 403(b). Each choice has distinct advantages and ...
The Power of Saving Early
Here’s an example of the power of saving, and starting earlier. Results are summarized and show that the sooner you start saving, the fewer years you need to save. Smart Saver Smart Saver starts ...
Why My Stocks Go Down When the Market is Up
The Question I was asked why the stock market might be up on any given day, but this person’s investments might move in the other direction. And frequently visa-versa. Excellent question and let ...
Wills – Caution
Here is an undesirable situation that happens too often and could easily have been avoided. It illustrates why you need to review more than just your will. Remember, the beneficiaries of your ...
Avoid 3 Common Investment Mistakes
Making money is mostly about avoiding losses. If you avoid investment “mistakes”, the profits will take care of themselves. Remember, you need a 100% gain to recover from a 50% loss. ...