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Do you have an IRA? Are you aware of what is involved in owning an IRA? Do you know that IRA’s are an entirely different investment vehicle than a workplace 401(k)? Here are some things that you [...]

Is it always better to rollover a 401(k) into an IRA? What do you need to ask if you have more than $5,000 in your 401(k) plan? Do you have options? Of course, you do you just need to know what [...]

Are you getting ready to retire? Do you think you have saved enough to retire the way you want? Well, do not worry there is time even if you are older and maybe have not saved what you think you [...]

Are you one to rebalance your portfolio? Do you believe that it will make a big difference if you do not do it? Well, over a 20 year period from 1994 until 2014 if you took one of the three [...]

Do you have an IRA or a 401(k)? If you do, a ROTH may be in order, but you need to consider a few things prior to opening a ROTH IRA or 401(k). With the uncertainty of Congress and what all the [...]

Do you have an IRA?  Are you concerned about all the laws and regulations that go along with having an IRA?  The following are some areas of concern that I see people have with their IRA’s or [...]

With a new year, it is time to once again think of retirement and take some proactive steps in that regard.  Are you one to plan early?  If so these are ten areas that you may want to focus on in [...]

  Are you thinking about your retirement and how taxes will affect your situation?  It is never too early to consider the role of taxes on your retirement, and if you are past age 59 ½ this blog [...]

  As you know, I am a firm believer that saving for retirement is essential.  The more you can save earlier in your career the better off you will be later in life.  That and the money you saved [...]