Dow 30 Changes Its Starting Lineup
What you should know about the change. The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has...
Why Roth IRA Conversions May Now Be Advantageous
Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Roth IRAs have attracted retirement savers...
Strategic vs. Tactical Investing
How do these investment approaches differ? Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you...
The I.R.S. Has Enhanced the 2020 RMD Waivers
Investors may be eligible to “undo” certain retirement account withdrawals before September. In March, the Coronavirus Aid, Relief, and...
Eldercare Choices in the COVID-19 Era
Exploring your extended care options may be wise at this time. Given the threat of COVID-19, seniors today may be considering their...
Bad Money Habits to Break
Behaviors worth changing. Do bad money habits constrain your financial progress? Many people fall into the same financial behavior...
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the...
The Pros and Cons of Early Retirement Plan Rollovers
Should you withdraw and reinvest your retirement plan money while you are still on the job? Did you know you might be able to take some...
A Stock Market Lesson to Remember
Confidence can quickly erode, but it can also quickly emerge. Undeniably, spring 2020 has tried the patience of investors. An 11-year...
What is an Annuity?
What you should know about them. Individuals hold about $2.2 trillion in annuity contracts; a tidy sum considering an estimated $9.2...
