Investing Like Exercise, Long-Term Investing Requires Persistence and Patience Dave Rowan, a CFP from Rowan Financial reflects on the parallels between financial and physical wellness. Learn how to exercise your investment skills.
Interesting Proposed Department Of Labor Rules: How They'll Impact Advisors and Investors In 2016 the U. S. Department of Labor (DOL) issued a new rule requiring just about every professional who deals with retail investors to adhere to a fiduciary standard of practice. Learn what a fiduciary is, and why you would want one.
Interesting Six Things Every College Graduate Needs to Know About Money Just getting started? Beyond the relative safety of college sits the stressful and sometimes messy world of adulthood. Learn how to make the transition from college to career success.
Social Security Big Changes To Social Security The Bipartisan Budget Act of 2015, passed by Congress and signed by the President, includes significant changes to Social Security's rules. Learn what changed about Social Security.
Estate Planning Supreme Court Decides That Inherited IRAs Are NOT Retirement Accounts On June 18th, 2014 the U.S. Supreme Court decided that, for the purpose of federal bankruptcy law, an inherited IRA is no longer considered a “retirement account” and is therefore accessible to creditors in bankruptcy. Learn how to protect your heirs.
Retirement Required Minimum Distributions These are withdrawals from IRA accounts required by the tax code once a person reaches the age of 70-1/2 and every year thereafter. The IRS imposes a 10% penalty if you get it wrong.
Interesting The Case For Benign Neglect Benign neglect, bordering on sloth, remains the hallmark of our investment process - Warren Buffet.
Investing Roth IRA vs. Roth 401(k) If you're lucky enough to have access to a Roth 401(k) through your employer, you probably know that there are a couple of differences, to your advantage, that the Roth 401(k) has over an individual Roth IRA.
Interesting Do You Have A Super-IRA? Well, it's not an IRA, but a Health Savings Account (HSA). Read on to find out how to use your HSA to your best advantage.
Social Security Maximize Your Social Security If like me, you're over 55 (way over!), you've probably received regular invitations in the mail to attend a seminar on Social Security from an advisor that is just dying to buy you lunch or dinner.
