Despite all of the news we have heard about tax simplification, the current tax code still remains a complex combination of regulations, statutes, rulings and
Many taxpayers put off their tax preparation until the very last moment. Why wait for crunch time to prepare and review your information? Visit with your
Be careful if you inherit a retirement account. In many cases, the decedent’s largest asset is a retirement account. If you inherit a retirement account, such
Peter Lynch, the famous stock picker once said, “Most investors would be better off in an index fund.” I wondered if this was true, so I set out to find the
Typically, bond prices and interest rates move in opposite directions. This means that when interest rates rise, bond prices tend to fall, and conversely, when
The traditional contribution ("front door") for Roth IRAs is currently not available for higher income earners. Married couples earning $193,000 or more and
Now is an ideal time to review or revisit your bond holdings to identify what, if any, changes you may need to make.
Bonds are usually an essential part of a
August brings with it the end of summer, but in recent years, bouts of stock market volatility have been common. It is quite normal for stock prices to decline
This coming Sunday kicks off the 2015 Football Season, I can’t believe it’s upon us so quickly! Retirement has a way of sneaking up on us too. Here are 5
As retirement nears you may not want to convert all of your savings to fixed income or CDs. Even when you are at a retirement age and are starting to take
Q: Dear Julia: I always planned on being able to retire when my retirement accounts hit 1 million dollars, this past April they hit that goal but now I am
