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Do you want to invest in the stock market but fear you have missed all the good opportunities?  There are two choices that I currently see that make sense to a degree.  I will take a look at one [...]

  Do you invest in mutual funds?  There is a website that started as a rating agency for mutual funds and now has ratings on much more and is a treasured resource for financial information.  [...]

Are you thinking of your retirement?  If you are like me, or even younger, you may be pondering how you will retire and under what circumstances.  If you read my blogs on a regular basis, you are [...]

Are saving your money in a regular savings account? Do you have your emergency fund saved in a safe, accessible place? Well, most people would answer that they keep their checking, savings, and [...]

Do you have many 401(k) accounts? Are you considering rolling over a 401(k) into an IRA account?  Before you take action on older 401(k) accounts there are some things to consider prior to [...]

  Are you thinking of your retirement? At some point everyone will be retiring and enjoying their golden years.  But there are some common mistakes that many people make when thinking of or [...]

  Are you thinking about opening a custodial account for a child or grandchild? These unique accounts are set up for a variety of reason, some legitimate and some maybe not so legitimate. It [...]

  Well, by now you are aware that I really think a ROTH account be it an IRA or a 401(k) is one of the best retirement tools the government has given us.  As more and more baby boomers [...]

  Have you inherited an IRA? If so you may want to read this posting in particular as the rules are vastly different for an inherited IRA over your own.  First if you are a spouse and named [...]

  The IRS has announced the 2015 contribution levels for retirement accounts. Saving for your retirement next year will provide you a little more flexibility. For the past two years, the IRS [...]