Reevaluating Your Investment Strategy

Reevaluating Your Investment Strategy

The closer you get to retirement age the less likely you’ll be able to tolerate losses that can come with high-risk investing. Reevaluating your investment strategy when nearing retirement is crucial to protect the nest egg you’ve built, but there are no...
Buying and Selling A Home

Buying and Selling A Home

Buying and selling homes is about to get interesting and a lot more affordable. Beginning this summer, no longer will buyers and sellers split the standard 6 percent commission. Instead, agent commissions will be negotiable allowing buyers and sellers to shop for the...
Roth IRA Conversions

Roth IRA Conversions

Roth IRA conversions may potentially cut your tax bill in retirement but, depending on your age, may not be right for you. Converting to a Roth IRA will result in a tax bill for that year so if you are currently receiving social security benefits or are less than five...
Choosing an Investment Manager

Choosing an Investment Manager

Choosing an investment manager to become a partner in your financial future is a decision that should not be taken lightly. Personality should come into play because this individual could be in your life for years to come, but it won’t matter how much you like him or...
Buying a Job

Buying a Job

It’s not uncommon for someone to want to retire yet still work. After spending 20 or 30 years in the corporate world, buying a job can be a great way to transition from being a W2 employee to a small business owner. Buying an existing business, whether...
Emergency Withdrawals

Emergency Withdrawals

Emergency withdrawals from retirement accounts have increased in the last five years, which caused concern in Congress. While 401ks and IRAs are intended to provide future financial security, due to a lack of short-term savings, many individuals treat their retirement...