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Does using Exchange Traded Funds (ETF) make sense for your retirement account? Is free always the best route to go when using ETF’s? Who should you buy your ETF’s from and how? These are some of [...]

Investing does not have to be an extremely complicated matter. For some, it may be more daunting than it is for others. If you are not someone who thinks that they can go the financial roads [...]

Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]

With the bull market hitting a decade in existence it may be time to look elsewhere for investing opportunities. I am in no way suggesting that you should abandon the US markets, but there are [...]

In today’s ever-changing world of financial planning, the advent of robo-advisors has become more commonplace. Of course, there are advantages and disadvantages to the use of investment tools. In [...]

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

Okay, last week I posted a blog from a year ago when I warned of the potential tax situation for your 2018 liability. I know many of you have seen and read about people getting smaller refunds [...]

This week I am going to re-post my February 13, 2018 blog entitled “2018 Tax Estimates and Their Effect on You.” As many people are finding out now their tax situation is not exactly what they [...]

I have talked about the need to be conscious of fees when purchasing mutual funds and exchange-traded funds (ETF) but there is a new twist in the ETF world. Yes, fees on mutual funds were around [...]

Many people who read these posts are not in retirement mode, but they should be. Let us face the facts that many of our parents and grandparents worked for a single company for the majority of [...]