Global vs. International: What’s The Difference?
Do global and international mutual funds complement or conflict with each other? With international stock markets comprising nearly two-thirds of…
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Blurbs: There are…
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio. During your accumulation years, you may have…
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
What the New Tax Bill Means for You
What the New Tax Bill Means for You The enactment of the Tax Cuts and Jobs Act represents the…
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Where Will Your Retirement Money Come From?
Working in Retirement: New trend or same old story? During the past year, one survey found 13% of workers now…
A Primer on Dividends
A company’s profits can be reinvested or paid out to the company’s shareholders as “dividends.”
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Traditional vs Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.