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Feb 2, 2015

When Parents Depend on You

What do you do when Mom or Dad needs assistance? First, you need to know what, if any, planning they have done. Second, you need to understand the financial impact you may experience.

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Jan 19, 2015

Impact of Swiss Currency News

We all know that the U.S. dollar changes value relative to other currencies. However, early last week, $10 was equal to about 10 Swiss Francs.

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Jan 13, 2015

Tax Filing Time

2014 is history and now it’s time to file tax returns. You may be noticing the arrival of tax information in your mail box or email account. Using the appropriate tax form for you may reduce both time and effort.

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Dec 17, 2014

Avoiding Credit Score “Dings”

With the sound of holiday bells in the air, don’t turn a pleasant ring into a dreadful ding! Overspending on credit cards for all that shopping and merriment could turn that nice ring into a credit score “ding” in January.

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Dec 15, 2014

Why Do-It-Yourself Investors Underperform

According to Dalbar, people who managed their own investments over the last twenty years achieved a 2.5% return while the S&P 500 went up 9.2%. Why such a disparity?

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Nov 17, 2014

Hiring an Investment Advisor? 3 Red Flags

Who you hire to manage your money may be one of the most important decisions you make. Many investors have been devastated by fraudulent or incompetent investment advisers.

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Oct 27, 2014

Signing Up for Medicare

As people approach retirement, they begin to think about health insurance and the need to sign up for Medicare.

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Oct 6, 2014

401(k) Loans: Good or Bad Idea?

Many 401(k) plans allow participants to borrow money from their accounts. It may be a convenient way to get access to cash, but it comes with a price. Read on for the pros and cons that should be considered.

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Sep 29, 2014

Is Alibaba a Good Investment?

Alibaba is the Chinese version of Amazon and eBay. However, it is already larger than both of them combined! It just went public and investors can now buy its stock on the New York Stock Exchange.

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Sep 25, 2014

Long-term Care Insurance – Important Changes

If you have ever considered the purchase of a long-term care insurance policy, you may want to get serious. Fewer providers, increasing premium rates, and reduced benefits are changing the landscape.

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Sep 8, 2014

Who Wants to Be a Millionaire?

Fifteen years ago this month, the game show “Who Wants to Be a Millionaire” burst onto the scene and into our collective conscience.

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Aug 18, 2014

What is the 4% Rule for Retirement?

In today’s world everything comes with a “rule of thumb”. It’s a way to simplify a more complex formula into an easy-to-remember application. “If you spend 4% each year from your investment portfolio, you won’t run out of money.”

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