With cyber theft on the rise, cybersecurity has become a huge concern among businesses and individuals alike. It is therefore very important to understand how to protect your investment accounts… Read More
After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel. Retirement is near, and there is no shortage of… Read More
The biggest mistake people make when making the jump from renter to homeowner is underestimating the total cost of owning a home. Remember, as the homeowner, you are responsible for… Read More
You’ve done a good job of saving money over the years by watching your budget, living within your means, investing your money carefully, and putting in place risk management strategies… Read More
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
