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Stay Away from My 401(k)

It is no secret that our countries federal deficit is quite steep, but is retirement savings the correct place to…

Shattering the “Glass Ceiling” of Retirement

We have all heard of the “glass ceiling,” and in recent decades, society as a whole has worked toward shattering…

Are you Gambling or Investing?

We’ve all heard the old adage that investing in the market is the same thing as gambling. With America’s #1…

Checkout Fees on Credit Cards May Greet Consumers in the New Year

As of January 27, 2013, savvy shoppers have one more variable to consider when deciding where to buy their goods….

How changes in Bypass Trusts and Portability Rules could affect your Federal Estate Tax and Planning

While something of a ‘wait and see’ game, the portability rules governing a spouse’s unused estate tax exemption signed into…

The Tax Man Cometh: Ever Wonder How He Spends Your Money?

Every year you repeat the same tired task. You collect all your receipts forms, and related tax information and either…

The View on the Other Side of the Fiscal Cliff

Americans have a long history of independence: whether embarking on a harrowing voyage to an unknown land, striking out to…

New Year Means New Rules for IRAs

The dropping of the big ball on New Year’s Eve usually means resolutions, bowl games, and eating black-eyes-peas for good luck….

Pensions

If you are one of the millions of Americans who plan to rely on government pension benefits following retirement, it…

Make Sure That You’re Covered Long-Term

We’ve all heard the horror stories about the investor who did everything right, who had the right job, maxed out…

When Should You Start Taking Social Security?

The time when you feel as though you’ve been working for as long as you can remember and are longing…

The Impact of Obama’s Re-Election on Financial Advisors and Their Clients

No matter what side of the fence a person is on, like most of the country,he/she is just grateful that…