Demise of the CLASS Act and Some Important Long-Term Care Considerations

A program designed to provide long-term care insurance for working Americans has been dropped.

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What Triggers an SOS in Your Finances?

How do you know when it’s time to seek help managing your investments? Continue reading

Should You Buy or Rent?

The New Reality of Real Estate Continue reading

Are You an Above-Average Investor?

Maybe you are, but everyone else thinks they are, too. Continue reading

Should Your Child Have a Roth IRA?

It’s an opportunity to start saving for children while they are young. Continue reading

Just Because You Can Digest It Doesn’t Mean You Should Partake

Over-hyped reports can persuade us not to stick to our long-term plans.

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Time For Stock Market Predictions?

Perhaps, instead, it is time for planning an investment strategy. Continue reading

A Fresh New Year

Now is a good time to get your finances in order for 2012. Continue reading

What Should You Do if Your Mutual Fund Manager Leaves?

Suspend additional purchases of the fund but don’t automatically sell your shares. Continue reading

Do You Know What Your True Return Is?

Factors to consider that may surprise you.

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Three Things to Consider When Planning Your RMD

When and how you accept your required minimum distribution has tax implications. Continue reading