Think that upon retirement and getting that first Social Security check in the mail you’re in the clear as far as the IRS is concerned? Hold on just a minute. […]
“How Does The Brexit Vote Affect The Economy and My Investment Portfolio?”
Now that the UK has surprisingly voted to leave the European Union in the so-called ‘Brexit’, what’s next for economies around the globe and the portfolios of individual investors? Even […]
Is the 60/40 Rule for Bonds and Stock Market Investing Dead?
Is the 60/40 rule dead? Before we begin this discussion, what exactly is the 60/40 rule for bonds and stock market investing? Simply put, an investor with a moderate risk […]
“Every 25-Year Old In America Needs to See This Chart Right Now”
The magic of starting to save for retirement early and compounding returns! An excellent article from Business Insider entitled, “Every 25-Year Old in America Needs to See This Chart Right […]
“How Married Couples Can Max Out Their Retirement Accounts”
With 401k plans, individuals are able to defer up to $18,000 per year ($36,000 per couple) in 2016. If you are 50 or older, you are able to contribute another $6,000 per year ($12,000 per couple). It’s always a great idea to make deposits to maximize both company matches for optimal benefit and look closely at fund fees to keep plan charges low.