401(k) and Employer Stock — A Different Approach
Leaving a job where you bought your employer’s stock in your 401(k)? Making the best choices for your money is key. See a couple different approaches....
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How Is Your Financial Professional Getting Paid?
How much does your financial professional charge you — and how much does he or she get paid? The fees you pay might not be the only way your financial pro is compensated. Learn the difference, how to size up financial professionals, and how you...
Back to Basics: Individual Retirement Arrangements (IRAs)
Will you be contributing to an IRA this year? Head back to basics for a better understanding of this investment vehicle, to learn about increased contribution limits for 2019, and much more....
Back to Basics: Rebalancing
How well-balanced is your portfolio? When you start with proper asset allocation as well as the right balance of possible risk and potential returns, you can rebalance your investments as they fluctuate over time. This allows you to “buy low and sell high” — in...
Relocating? How to Move Your Financial Plan with You
Are you in the process of moving? Have you recently relocated? Moving — even just across town — is a big decision that takes time, energy, and money to do correctly. But if you’re relocating to a new state or across the country, you may...
Back to Basics: Save Your Money
How basic can it get? This is part Back to Basics, part public service announcement, and 100% simple reminder: Save your money. I bring it up because it’s an easy trap to fall in to. Any number of things can disrupt your savings plan —...
Teaching Kids About Money: A Game
We’ve already seen our first snowfall, pumpkin patches have appeared in parking lots, and squirrels are stowing food away for the winter. With Halloween just around the corner, the idea of sorting candy got me thinking about sorting money — and how I can tie...
Where It Goes When You Go
Making sure your assets are distributed to your beneficiaries according to your wishes is likely why you planned your estate. But when is the last time you reviewed your estate plan, including the beneficiaries on your accounts?...
And Then You Were a Beneficiary
Losing a loved one takes a toll on us all — emotionally, physically, and mentally. As if there was not enough to work through during the grieving process, there inevitably are details to work out financially concerning the deceased....
The Value of Professional Financial Advice
When Jessica divorced five years ago, she had a lot of decisions to make. One consideration was whether to handle her investment management herself or to hire someone to guide her. The question being: was professional financial advice worth the cost? Learn how working with...