The financial geek in me can’t help but to extend gratitude to innovations in the last few years that have improved the quality of many lives.

The financial geek in me can’t help but to extend gratitude to innovations in the last few years that have improved the quality of many lives.
Exchange Traded Funds, known as ETFs, have grown into the primary alternative to mutual funds for diversified investing. With recent changes in trading practices at brokerage behemoths Charles Schwab, Fidelity, and TD Ameritrade, the case for using ETFs is growing…
Annuities. The topic may sound boring to most, but it can incite rows in the financial planning community. Some advisors, particularly those who sell annuities, are ardent advocates while most in the fee-only community tend to dislike them. It turns…
With the passage of the Tax Cuts and Job Act last December, we now live in a new tax world for individuals and businesses. Many hoary rules of thumb for tax smart decisions have suddenly changed. Most of you will…
For years financial experts have recommended that homeowners should not prepay their mortgage and instead invest extra savings into a diversified portfolio. To this day, you can build a compelling financial case that the returns of a well-designed investment account…
Over the last few years, target retirement funds have become increasingly popular choices in retirement plans. In just one of these diversified funds, you can invest in both the US and international stock markets, along with safer bond-type investments. Target…
You’ve probably heard that we Americans are largely doing a poor job of saving for retirement. A 2016 report by the Economic Policy Institute puts it in stark terms. By 2013, the mean investment wealth for families in their late 50s was about $164,000, which would generate close to $8,000 a year in retirement. When you combine that with the average Social Security benefit of under $17,000 a year, most are woefully unprepared to stop working in their 60s.
New Tax Law Affects 2018 Returns
Evaluating Your Financial Health
Potential Steps To Take For 2017 Taxes