Which is better for you? Contributing to a pre-tax traditional 401(k) account or an after-tax Roth 401(k) account? As with most financial issues involving tax laws, the answer depends on […]
Interest Rates Are Rising: Should I Worry?
Interest rates are on the move; so much so, that the 30-year mortgage rate is more than 4.5% (up from 3.7% a year ago). Not good for mortgage and credit […]
Estate Planning: Don’t Lose Control in the Final Hour
After the April 2016 death of 57-year-old entertainer Prince, many people were surprised to learn that he had no will. He had been so deliberate in how he handled other […]
Make This April Less Taxing
Tax season is here once again. (We know you’re excited.) For a smooth and painless experience, we encourage you to follow these tips:
Tax forms from Fidelity and TD Ameritrade
Fidelity has […]
2018: A Time of Rational or Irrational Exuberance?
Have you ever heard of “irrational exuberance”? Alan Greenspan coined the term in his famous 1996 speech “The Challenge of Central Banking in a Democratic Society.” In his address, Greenspan […]
Today’s Open Enrollment Choices Can Impact Finances Far Beyond the Next Year
Autumn is a time for pumpkins and fall foliage. It also is the season for open enrollment. Each can conjure up feelings of wonder; not always the same kind though.
To […]
What You Should Know About Homeowner’s Insurance
The past few weeks have been overwhelming for many people due to the devastating consequences of wildfires and hurricanes Irma, Harvey and Maria. For some, it will take weeks or […]
A Historical Look at the Impact of Geopolitical Events on Market Performance
Sometimes it can be hard to see the good. Recent North Korean missile testing, political unrest in Venezuela, and terrorist attacks in Barcelona are only a few of the international […]
