Identity theft occurs when a criminal takes your personal information (such as your social security number, address, birth date, bank account number, credit
Dear Julia,
I just filed my taxes for 2016 and am planning to clean out my old files. What records should I keep, and what can I safely toss? --Buried in
The first step in minimizing risk in your investment portfolio is knowing what your investment goals are and making sure your portfolio is aligned with these
If you haven’t already funded your retirement account for 2016, consider doing so by April 18, 2017. That’s the deadline for contributions to a traditional IRA
Know What You Owe. View your federal loans on the National Student Loan Data System at nslds.ed.gov. This site does not include information on private loans
I’ve heard a lot about online robo-advisors recently. What are these and should I be using an online automated advising program or a real advisor?
An online
Happy New Year! As the 2016 holidays fade into the past, the New Year brings new opportunities and a chance for a fresh look at your finances. If you’re feeling
Everyday, clients ask me what they should expect in 2017. Should I be nervous, excited, scared, worried or hopeful? I respond with yes, all those things. The
Q: Dear Julia: Since turning 70 ½ I must take out my Required Minimum Distribution (RMD) from my IRA (Individual Retirement Account) by the end of each year. I
Investing is a marathon, not a sprint. The best advice I can give when helping clients invest smarter is to stay focused on your time horizon and individual
Another holiday season is upon us! It amazes me that as I get older, the years seem to go by much faster. With Thanksgiving already here, my thoughts move
Retirement
What is an Executor’s job?
An executor is responsible for sorting out your finances after your death; generally arranging for the payment of debts
