Objective information about financial planning, investments, and retirement plans

New Money Market Rules – How Will They Impact You?

The Securities and Exchange Commission (SEC) recently passed new rules governing money market funds.  These rules are designed to combat liquidity problems should the economy experience another period of crisis such as in 2008. I’ve read a … [Continue reading]

5 Reasons Investors Use ETFs

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Fidelity recently polled nearly 600 high net worth investors to gain a better understanding of their thinking about the market and where they plan to invest in 2014. Notably, 43% of investors said they are planning to increase their investment in … [Continue reading]

Buying Life Insurance – 5 Questions to Ask

This is post was written by Ike Devji, a Phoenix, AZ-based asset protection attorney and one of my oldest online friends.  I have spoken with Ike many times for advice on client-related issues and had the pleasure of meeting him in person a couple … [Continue reading]

Money Conversations – Caring for Aging Parents

Thanks to Cheryl J. Sherrard, CFP®, NAPFA Registered Advisor and Director of Planning for Clearview Wealth Management in Charlotte, NC for contributing this post.   This post is a follow-up to my recent post Family Financial Conversations and … [Continue reading]

Family Financial Conversations

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Family financial conversations dealing with retirement, estate planning, elder care issues and other important financial matters between parents and adult children can be difficult at best.  A recent article by Fidelity highlighted some of the key … [Continue reading]

Time for a Mid-Year Financial Review

It’s hard to believe that the first half of the year has come and gone already.  We enjoyed having all three of our adult children home over the holiday weekend. Mid-year is always a good time for a financial review and 2014 is no exception.  … [Continue reading]

Dangerous Myths About Asset Protection

This is post was written by Ike Devji, a Phoenix, AZ-based asset protection attorney and one of my oldest online friends.  I have spoken with Ike many times for advice on client asset protection issues and had the pleasure of meeting him in person … [Continue reading]

401(k) Loans by the Numbers

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The topic of borrowing from one’s 401(k) account is always a bit controversial.  Regardless of your view, the folks at TIAA-CREF have compiled some interesting data on 401(k) loans. Key findings about 401(k) loans  In their study of 401(k) … [Continue reading]