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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.

How Income Taxes Work

“Tip: Refund Stats. The average refund during 2017 was about $2,860.” — Source: Internal Revenue Service, 2018 The Internal Revenue…

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Investment challenges of the affluent investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer. One of the common threads…