Archive

Higher Tax Rates You probably know we now have a new restored 39.6% top marginal tax bracket for high earners. Those people will also be

You’ve seen the commercials with celebrities touting reverse mortgages;  ever wonder what they are?  Actually,  they are just what they sound like:   It’s a loan;

Could it be? Apparently, according to the 2012 Fidelity Millionaire Outlook Study.   They found a rather large gap between what women and men look for

Believe it or not, car buying isn’t as much of a hassle as it used to be – the reason is simple:  There’s so much

Back in 2006 the government passed a law that took effect in 2010 lifting income restrictions on converting individual retirement accounts (IRAs).  Now, there’s no

Retirement success may not be as easy to achieve as many think.   I attended a conference and heard one speaker relay a story about one company’s 401(k) enrollment

Planning to retire?  Contemplating a rollover?  Here are three ways NOT to do it. 1. Get a check from the company Of course, this is

Getting ready to retire?  Leaving your company? Wondering whether you should sell or roll-over your company stock?   That’s really a tax-treatment question, which means you

Are these things worth anything? … or nothing. Risk questionnaires have played a major role in retirement and investment planning for as long as I

We’ve all heard it.  We’ve all read it.  Most managers fail to match, let alone beat, the market.   Actually, it makes sense!  And, there’s a very