Smart people shouldn’t need to hire a financial planner or professional investment manager, right? After all, smart people can read and research to inform themselves and therefore they can take… Read More
“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More
If you have inherited an IRA, there are some important rules you must know to avoid some painful and irreversible consequences. The very first step to take is to contact… Read More
You probably know that when you reach the age of 70½ you are required to make annual withdrawals from your retirement accounts upon which you will be taxed. There is… Read More
Until very recently (2018), bond brokers were not required to disclose the markup that they are charging for the bonds they sell to their clients. Even today, while the markup… Read More
How Fees Work: There are three types of fees associated with mutual funds that are charged to the investor: Expense ratios: All mutual funds have expense ratios, which range from… Read More
