If you’re human you couldn’t possibly have avoided thoughts of what you might do if you had won the recent Mega Millions lottery of over $640 million.
Which is more important, saving for college or saving for retirement?
Can you do both? Read on for an answer to one of the most common conundrums.
After market-risk and inflation-risk, which investors take great strides to mitigate through sound investment practices, taxation-risk presents one of the biggest obstacles to building wealth.
In my opinion, it is impossible to predict future stock market returns. Investment models can produce hypothetical returns but they can’t account for future events.
I received an email from a participant in one of the company retirement plans that we brokered. He was about to make what could turn out to be a horrible mistake.
I know, it's not a fun subject to talk about.
But as financial advisors we aren't allowed to ignore it. Someday we will all cross the Great Divide, leaving our loved ones behind. So today we have a quick and easy tip to help make your passing just a little bit less painful.
Because, frankly, it can be pretty messy after you're gone.
Key Takeaways from Roger's segment on the Ken Coleman Show 10-22-13
Many moons ago I signed up for the free SigFig.com service. SigFig connects to your online brokerage accounts and keeps track of each account's holdings all together in one place. They track the ups and downs, then recommend changes using a proprietary algorithm.