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Early Retirement Requires Planning

For many Americans, an early retirement is a sought after goal.  More and more Americans however are waiting longer to retire.  Controlling when you retire and the lifestyle you are able to live in...

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Which Type IRA is Right For Me?

Currently, there are two popular Individual Retirement Accounts (IRAs).  There is the traditional IRA and the Roth IRA. Both are long-term savings vehicles with tax benefits.  Each however has...

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The Fiscal Cliff and You

The American people chose to give President Barack H Obama four more years in the White House and they increased the Democrats’ majority in the Senate.  The Republican Party lost some seats in the US...

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Investors Shifting Away from U.S. Stock Mutual Funds

Despite a strong performance year for the stock market, investors pulled money out of their U.S. stock mutual funds in 2012. According to original reporting by Strategic Insights the final value of...

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REIT Opportunity

In response to more and more requests, I am going to begin to share more information that is market information and opportunity based. As the economy has beaten down people’s ability to purchase and...

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5 Reasons to roll a 401(k) or 403(b) to an IRA

Why would you want to move your money out of a 401(k) or 403(b) and roll it into an IRA? Here are some thoughts on the issue: 1. Employer plans have limited investment options and you have no control...

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