The Downside of Falling Interest Rates
The Downside of Falling Interest Rates From: www.nytimes.com With the Federal Reserve expected to cut short-term interest rates later this month, investors face some tricky choices. While falling rates are…
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Inheriting a Home With Your Siblings? Here’s All That Can Go Wrong
Inheriting a Home With Your Siblings? Here’s All That Can Go Wrong From: www.realtor.com If you and your siblings are on track to one day inherit your parents’ home, take…
Does the 4% rule still make sense for retirement in the 2020s?
Does the 4% rule still make sense for retirement in the 2020s? From: www.financial-planning.com Rules of thumb are popular for a reason. They’re simple, familiar and can set a good…
This is how much it costs to retire comfortably in each state
This is how much it costs to retire comfortably in each state From: www.marketwatch.com The “fattest state” in the country also sounds like a pretty great place to go out…
Why Should You Consider a Roth IRA Conversion?
Why Should You Consider a Roth IRA Conversion? From: www.schwab.com A Roth IRA conversion involves moving assets from other retirement plans into your Roth IRA. Learn how to convert a…
Why Buffer Funds Haven’t Escaped the Bear Market
Why Buffer Funds Haven’t Escaped the Bear Market From: www.morningstar.com This year’s brutal market has tested their downside protection. Buffer funds—which promise to limit downside losses from equity market exposure…
Here’s What Couples Need to Know About Spousal IRAs
Here’s What Couples Need to Know About Spousal IRAs From: www.theentrustgroup.com With Valentine’s Day around the corner, couples everywhere are gearing up to impress their partners. Buckling down on finances…
How Will Medicare Cover COVID-19? Your Top Questions Answered
How Will Medicare Cover COVID-19? Your Top Questions Answered From: www.fool.com If you’re on Medicare, here’s what you need to know. t’s been more than six weeks since the threat…
Estate Planning for ‘Black Sheep’ Beneficiaries
Estate Planning for ‘Black Sheep’ Beneficiaries From: www.kiplinger.com Every family has one – or maybe more – black sheep. They’re people who march to their own drum, and handing them…
Key to Financial Success: Avoiding Stupidity
Key to Financial Success: Avoiding Stupidity From: www.independenceadvisors.com One of my heroes is Charlie Munger, Vice Chairman of Berkshire Hathaway. While I admire his successful career, I’m more impressed with…
