To start, ask each other what you see yourselves doing in retirement – individually as well as together. Is the way you are saving and investing conducive to those dreams? Think about whether you are making the most of your retirement savings potential. Could you save...
More improvement may be in store for the economy and the stock market. Will the economy & the bull market make further strides next year? On both Wall Street and Main Street, 2013 has turned out better than many analysts expected. Will the recovery gain additional...
The global economic consequences could be severe. In October, America may risk running out of cash. Treasury Secretary Jacob Lew recently urged Congress to lift the federal debt limit before October 17. Secretary Lew claims that if nothing is done by that date, the Treasury will...
WEEKLY QUOTE“Quality is not an act, it is a habit.” - Aristotle WEEKLY TIP Give the quarterly investment statements you receive more than a glance. If there is a mistake, you have a chance to spot it now instead of having to find it later. ...
What the acronyms signify & what affects investors. Dow. NASDAQ. S&P 500. Fear index. NYSE. Commodity prices. Earnings. Economic indicators. These are the gauges and signposts of investing, but if you stopped most people on the street, you’ll find they have only a hazy understanding of...
WEEKLY QUOTE“It is better to offer no excuse than a bad one.” - George Washington WEEKLY TIP In a divorce, a 50-50 split of marital assets is not always “fair”. One spouse may have much greater income potential than the other, and that should be considered...
After you leave work, what will your life look like? How do you picture your future? If you are like many baby boomers, your view of retirement is likely pragmatic compared to that of your parents. That doesn’t mean you have to have a “plain vanilla”...
WEEKLY QUOTE“There are two ways to live life. The first is as if nothing is a miracle. The second is as if everything is a miracle.” - Albert Einstein WEEKLY TIP Retirees should remember that their assets may last longer if distributions are taken from taxable accounts first, then...
WEEKLY QUOTE“Intelligence without ambition is a bird without wings.” - Salvador Dalí WEEKLY TIP Self-employed? The annual deadline to set up a Keogh plan is December 31, and Keogh contributions for 2012 can be made up to the due date for filing your tax return. WEEKLY RIDDLE Victor is...
A summary of what you need to know. Medicare Open Enrollment has arrived. The open enrollment period begins October 15 and ends December 7, 2012. This is not only a period where you may enroll for the program, but also switch providers for your comprehensive health...