Personal Finance Questions
- What’s the Difference Between Wealth Management and Financial Planning?
- Should You Pay Off Your Mortgage?
- Should You Name Your Estate the Beneficiary of Your IRA?
- When Should You Apply for Social Security Benefits?
- Is Your Social Security Benefit Taxed?
Latest Financal News and Analysis
Hopefully you already know this – if you have a loan from your 401(k) plan and you leave employment, either on your own or if you’re terminated, the loan is considered a distribution from your plan, and therefore taxable. It’s important to note – this only applies when you leave employment.
Are you marrying soon? Have you recently married? As you begin your life together, it’s important for you to start planning your financial future together and putting your finances on the same page. Here are some priorities you might want to write down on your financial to-do list …
Build an emergency fund. You’ve probably watched or read a number of stories about couples who were hit hard by the downturn – nice, once-affluent people who suddenly had to live in their car or …
Each year, the IRS produces a list of tax scams that they have uncovered – which they call the Dirty Dozen. Unfortunately, this Dirty Dozen doesn’t star Lee Marvin (or any of the others), and it’s nowhere near as much fun to help you while away
The latest example of how the best and the brightest in the investment world can have such differing outlooks and opinions.
Really good financial advisors are always trying to be better at client service. So I am always astounded when I talk to someone who has been with an advisor for years and never hears from him
This week’s headlines were filled with more economic bad news. But, did you see the good news buried underneath, or did the bad news “noise” drown it out? Did you see the news that landlords are raising rents

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