Category: Investing

IRA Rollover Mistakes Can Be Irrevocable

IRA rollover mistakes are easy to make and could be impossible to correct. It’s worth understanding that every time IRA or 401(k) money is touched, it’s a gamble for those who don’t know what they’re doing.

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Noise vs News

In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.

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When A Loved One Dies

When  a loved one dies, it can be a bit chaotic. I remember when my parents passed away, they had lived a very long and happy life. 

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Like the S&P 500 Index?

Like indexing?  Like the S&P?  You can get an index fund!  Sounds good.  Let’s face it, most (virtually all) investment management companies fail to beat the S&P index on a consistent basis.  We all know that.

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Hidden Surrender Charges

I don’t know anyone, certified financial planner professionals included, who is a fan of surrender charges; but, economically they are a fact of life for many products simply to make the offering available and viable for the investment or financial product provider.

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No RMDs for 2020!

Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway.   Why?

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