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IRA Withdrawals that Escape the 10% Tax Penalty

The reason withdrawals from an Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty i

The Business Cycle

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes

Global vs. International: What’s The Difference?

With international stock markets comprising about 45.5 percent of the world’s capitalization, a broad range of investment opportunities exis

All Muni Bonds Are Not Created Equal

The city of Detroit emerged from bankruptcy in 2014. Still, its previous inability to pay investors left some questioning their long-held as

The Investment Risk No One’s Ever Heard Of

Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company

A Primer on Dividends

When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments. Wh

THE ABCs Of Zero Coupon Bonds

At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic

The Great Debate Continues: Active vs. Passive

Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investm

Retirement Strategies For Women

Retirement may look a little different for women, but with the right strategies – and support – you’ll be able to live the retirement you’ve

How to Make the Tax Code Work for You

Understanding credits and deductions is a critical building block to making the tax code work for you. By April 19, 2019, 137million taxpaye

Pullbacks, Corrections, and Bear Markets

The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions a

Mortgages in Retirement

Get a Free Mortgage Protection Quote: Anyone who has gone through the process of mapping out their retirement knows there can be.......

What a Market Correction Means for You

As an investor, getting through a correction means having the poise to ride out short-term volatility. Here’s a quick refresher: a correctio

ROTH IRA Conversions in the Era of COVID-19

In the face of the market downturn after the COVID-19 outbreak, you may be in a unique financial situation. The COVID-19 pandemic has shaken

Know your 401(k) options between jobs

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have seve

A Look at Diversification

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several dif

How Not to Run Out of Money in Retirement

“What can we do to not run out of money in retirement?” and “Will we have enough money to last as long as we are retired?” Those are the two

Retirement for the Self-Employed

In the past, we’ve talked about the importance of being prepared for retirement. Of course preparation is different for everyone. For one, w

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