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...
View ArticleWhich 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...
View ArticleThe 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...
View ArticleInvestors 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...
View ArticleREIT 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...
View Article5 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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