Impact of Inflation on Retirement Planning | Accounting for Inflation in Retirement Savings

When most people think about inflation, they tend to visualize rapidly increasing prices. Many have experienced the real inflation or rising cost of medical bills, ...

Municipal Bond Ladders | Muni Bonds | Investment Tips for Retirement Savings

Two of the biggest concerns investor’s face are rising interest rates and taxes owed on their portfolio.  Conservative investors, who typically have a higher allocation ...

Identity Theft & Financial Planning | Financial Security Risks

Identity theft has become one of the most prolific and damaging crimes within the last decade. The tremendous benefits of technology for increasing productivity through ...

Helping Your Kids Save | Uniform Gift to Minors Act & Uniform Transfers to Minors Act

One of the biggest regrets for most investors is that they started investing too late. However, if you have children or grandchildren, perhaps you can ...

About the Roth 401(k) | Taking Advantage of the Roth 401(k) Account

Since 2006, most employers have been able to offer their employees both a traditional tax deferred 401(k) and a Roth version of the company’s retirement ...

Stress Test Your Portfolio | Tools for Investment Success

“Anything can happen in stock markets and you ought to conduct your affairs so that if the most extraordinary events happen, that you’re still around ...

About the SEP IRA | Insights on Simplified Employee Pension Individual Retirement Account

Many small businesses or self employed individuals would like to contribute to a retirement plan, but have questions on which is the best for them. ...

Bond Ladders | Investment Advisory Tips for When Rates Are Volatile

One of the biggest challenges for bond investors at the moment is how to mitigate against losses to their bond holdings caused by rising interest ...

Minimizing Impact of Taxes on Your Portfolio Growth | Smart Tax Planning

Asset allocation, fund manager selection, understanding the current economic landscape and regular rebalancing are all crucial elements to successfully growing your portfolio over the long-term. ...