Retirement

I am always on the lookout for new books on investing to read to broaden my horizons. I came across a Professor at the Wharton School of Business, Jeremy Siegel, who has written two outstanding [...]

Are you worried about your retirement? Are you worried you will not have enough money for your retirement? If so, you are not alone in these fears. Many approaches or enter retirement, wondering [...]

Exchange-traded funds, mutual funds, individual retirement accounts, and 401(k) accounts have seen an increase in the use of target-date funds. These are funds that invest with the idea of [...]

Early this summer I wrote a piece on the SECURE Act and how it changed some aspects of how retirement accounts are handled. This article will go over some of the material previously covered and [...]

Do you need long-term care insurance (LTC) or custodial care insurance? This is a question that everyone needs to be asking themselves when they are younger and in relatively good health. Because [...]

On August 4, 2020, I touched on what people can do to their portfolio in the current environment in a post titled, What to do with your portfolio? In that post, I briefly touched on a Vanguard [...]

Where are the markets headed? That is a question I hear and get a lot these days with the pandemic still raging throughout the globe. The answer is no one knows what will happen to the markets as [...]

Money market investing is depositing money with a bank or financial institution that keeps its cash in financial obligations that span the short-term.  This is done to provide low-risk money [...]

If you are like many in the country, you are nervous about what the stock market is going to do next. Yes, it dropped an unprecedented amount earlier this spring but has since made a welcome [...]

The extended tax filing date is July 15, which is Wednesday of next week. Unless you were required to pay the IRS your taxes, most of you have most likely already filed. But for those of you who [...]