-
Recent Posts
Recent Comments
Archives
- December 2018
- November 2018
- September 2018
- August 2018
- May 2018
- April 2018
- March 2018
- February 2018
- January 2018
- December 2017
- November 2017
- October 2017
- September 2017
- August 2017
- July 2017
- June 2017
- May 2017
- April 2017
- March 2017
- February 2017
- January 2017
- December 2016
- November 2016
- August 2016
- July 2016
- June 2016
- May 2016
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- November 2015
- October 2015
- July 2015
- June 2015
- May 2015
- April 2015
- March 2015
- February 2015
- January 2015
- December 2014
- November 2014
- August 2014
- July 2014
- June 2014
- April 2014
- November 2013
- October 2013
- September 2013
- August 2013
- July 2013
- June 2013
- May 2013
- April 2013
- March 2013
- January 2013
- December 2012
- October 2012
- September 2012
- July 2012
- May 2012
Categories
Meta
Category Archives: Blog
Why You Don’t Want Robo-Advising for Retirement
We’re turning to apps for everything these days: college courses, paying for our lattes, and finding love. And now, “robo-advising” apps are new contenders in the online marketplace, offering financial assessment and advice. On the outside, the concept felt a … Continue reading
Tail End Boomers, Retirement Plans, and The Upside of Everything
Countdown to retirement – especially if you’re over 55 – is probably on your mind. But unlike watching the ball drop during the most famous of annual countdowns, there’s more than just cause for celebration when you finish the work … Continue reading
Stocks: Up, Up, and Away in Q4
Fourth quarters can be nerve racking – they’re a time when it feels like anything can, and does, happen (football fans know this feeling well). But for year’s end, the stock market (traditionally) rockets away in earnings from previous quarters. … Continue reading
Tax Tips from The Savvy Investor
On December 15, 2014 Congress passed the Tax Increase Prevention Act of 2014…just in time to avoid shutting down the government! The passage of this act included many provisions that we rely on to reduce and minimize our tax liability. … Continue reading
3 Questions to Ask Yourself Before Retirement
I once asked a 98-year-old retiree what his secret was to living such a long and happy life. He’d retired from the military as a colonel at the age of 55 after serving in China and Turkey, and spent much of those … Continue reading
Is Your Retirement Advisor Overcharging?
There’s no such thing as a free lunch (or free steak dinner, as the case may be). And, for good financial advice, you’ll have to pay appropriately. Still, many people are paying too much for the quality of services they receive. Are … Continue reading
7 Questions to Ask Your Retirement Adviser
You know when you walk in to your first meeting with your retirement adviser that he or she will give you a long list of questions to answer. But what about your list of questions? Do you have one? More … Continue reading
When It’s Okay To Borrow From Your Retirement Funds
Life is expensive. And, when you want to buy a house, or a car, or pay for your child’s tuition to Sarah Lawrence, it can be very tempting to use the pile of money you’ve been stashing away for your … Continue reading
Millennials’ Mistrust of the Stock Market May Hinder Their Retirement Savings
Millennials, Americans born during the 1980s and ‘90s, have good reason not to trust the stock market. After all, the economy crashed just as they were graduating college, forcing many to move back in with their parents and nipping their career prospects … Continue reading
3 Ways to Boost Yourself Over the Tipping Point of Retirement Readiness
You’re almost there! Just a few more years of working until you finally reach that point of never having to enter another office again. Your time will finally be your own to do with as you please. Sleep in, spend the day … Continue reading