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401(k) Options When Leaving Your Job
2017-07-13 15:53
Perhaps you are retiring or perhaps you are moving on to another opportunity. Perhaps you were downsized. Whatever the reason, there are many things to do when leaving a job… Read More
2017-05-31 22:13
Many investors do not understand how their financial advisor is compensated. With the initial implementation of the new DOL Fiduciary Rules mandating that advisors put their client’s i… Read More
Understanding Your Bond Fund’s Duration
2017-03-19 13:50
For most of the past 30 years bonds and bond mutual funds have had the proverbial wind in their sails. Interest rates have steadily headed downwards. Bond prices and interest rates have an… Read More
2017-03-12 20:03
It must be the season for investing and retirement dinner seminars. I’ve received a number of these invitations in the mail recently. Typical was one from a local investment firm &ldq&hell…Read More
Year-End 401(k) Matching – A Good Thing?
2017-03-05 15:02
I was reminded of the issue of year-end 401(k) matching by employers when I learned that the employer of a close relative was changing their match to the end of the year. A few years ago, A… Read More
A Pre-Retirement Financial Checklist
2017-02-17 00:16
Are you within a few years of retirement? It’s time to get your financial house in order. We are now almost eight years into a bull market for stocks that has seen the S&P 500 move… Read More
The Super Bowl And Your Investments
2017-01-29 19:37
It’s Super Bowl time and once again my beloved Packers are not playing. They had a good season and beat the Giants and the top-seeded Cowboys in the playoffs. I attended the game agai… Read More
My Top 10 Most Read Posts Of 2016
2016-12-30 15:47
I hope that 2016 was a good year for you and your families and that you’ve had a wonderful holiday season. For us it was great to have our three adult children home and to be able to s… Read More

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