Objective information about financial planning, investments, and retirement plans

8 Portfolio Rebalancing Tips

A previous post here on the blog discussed 4 Benefits of Portfolio Rebalancing. This post continues on the rebalancing theme and looks at some ways to implement a rebalancing strategy. In light of the recent volatility in the stock market, its … [Continue reading]

The Super Bowl and Your Investments

It’s Super Bowl time and once again my beloved Packers are not playing for the for the seventh consecutive year. They had a horrible season with Aaron Rodgers going down with an injury and their backup quarterback just not cutting it. The good news … [Continue reading]

Stock Market Highs and Your Retirement

The Dow Jones Industrial Average closed above 25,000 for the first time ever last week. The Nasdaq closed about the 7,000 mark for the first time as well. The S&P 500 Index closed above 2,700 to round out one of the best weeks ever for the stock … [Continue reading]

Small Business Retirement Plans – SEP-IRA vs. Solo 401(k)

One of the best tax deductions for a small business owner is funding a retirement plan.  Beyond any tax deduction you are saving for your own retirement.  As a fellow small business person, I know how hard you work.  You deserve a comfortable … [Continue reading]

401(k) Options When Leaving Your Job

Perhaps you are retiring or perhaps you are moving on to another opportunity. Perhaps you were downsized. Whatever the reason, there are many things to do when leaving a job. Don’t neglect your 401(k) plan during this process. With a defined … [Continue reading]

Are Best Mutual Fund Lists a Good Investing Tool?

We all like to read article with lists that rank things. Top colleges, top new cars, best and worst dressed and the like are just a few lists we see periodically. Mutual rankings have been around for a while.  Many top personal finance publications … [Continue reading]

Reverse Churning Are You a Victim?

One of the best things about being a freelance financial writer and blogger is that I often learn new things in the course of my writing. A reader left a comment on a post here on the blog and mentioned reverse churning. Until that time, I had never … [Continue reading]

How is My Financial Advisor Compensated?

Many investors do not understand how their financial advisor is compensated. With the initial implementation of the new DOL Fiduciary Rules mandating that advisors put their client's interests first when working with their retirement accounts upon … [Continue reading]