Sun, 26 Feb 2017 13:45:00 -0500You'll want to protect your credit as retirement nears and here's how to do it.
Sun, 26 Feb 2017 10:00:00 -0500Here are some overly optimistic assumptions that may be producing a retirement planning calculation based on “fake news:”
Sat, 25 Feb 2017 12:22:00 -0500Thieves are waiting to steal your tax and financial information. Here's how you can thwart them.
Sat, 25 Feb 2017 11:50:00 -0500Warren Buffett or Al Gore? One is selling Apple shares. One is buying.
Sat, 25 Feb 2017 07:00:00 -0500The fact that Texas-based JC Penney’s is closing down around 13% of its stores (based on square footage) casts an aura of doom across the entire retail sector.
Fri, 24 Feb 2017 20:19:00 -0500Carole P. Roman coined the term “Indieworld” to describe the world of independent- or self-published writers-a vast entity filled with people driven to do the same thing, people who don’t see color, age or gender. "We only want to tell our story...Oh yes, and make a small fortune in the process.”
Fri, 24 Feb 2017 14:14:00 -0500You've put money into your IRA. Now what?
Fri, 24 Feb 2017 11:48:00 -0500The problem with employee benefit programs that put money ahead of people
Fri, 24 Feb 2017 11:13:00 -0500To understand why Buffett might be starting to look at tech, you first have to look at some the rules that govern his investment philosophy.
Fri, 24 Feb 2017 08:54:00 -0500Richard Cordray, a former Ohio attorney general, remains the head of the Consumer Financial Protection Bureau, considered a thorn in the side of many Republicans. Some experts say they are surprised President Donald Trump hasn’t yet given Cordray the boot.
Fri, 24 Feb 2017 08:08:00 -0500GOP Leaders are waging a war on retirement. Here's how they are doing it.
Fri, 24 Feb 2017 07:15:00 -0500What if there was an investment philosophy which focused on companies that are “doing the right” thing? Just as important - can this philosophy provide a return over the long run?
Fri, 24 Feb 2017 07:00:00 -0500The good news is that informed investors need not rely on any legislation to ensure they are receiving a fiduciary level of service from their financial advisor. Follow these three steps to get the most out of your advisory relationship.
Fri, 24 Feb 2017 07:00:00 -0500While those in the financial services industry opposed to the fiduciary rule understandably don’t want it because it cuts into their profits, the fiduciary community as it currently stands actually loses a clear competitive advantage if everyone has to be a fiduciary.
Fri, 24 Feb 2017 02:22:00 -0500Carole P. Roman has had many acts in 62 years, and as they say, the show must go on. Now with more than 35 children's books to her credit, 100-plus book awards, her own radio tour and some 15,000 likes and followers on social media, the Amazon indie-published author has reinvented herself again.
Thu, 23 Feb 2017 19:30:00 -0500As Trump shakes up the White House, pharma and biotech are on edge. While the media talks about Obamacare, it turns out that Trump’s new FDA chief could have a bigger impact on health care and associated markets.
Thu, 23 Feb 2017 17:27:00 -0500Much-followed value investor discusses holdings and Trump outlook
Thu, 23 Feb 2017 13:00:00 -0500The 25x Rule of Early Retirement is a simple way to determine when you are financially ready to retire. We look at the rule and its underlying assumptions.
Thu, 23 Feb 2017 12:06:00 -0500Einstein said that compound interest was the eighth wonder of the world. Find out why this should matters to you.
Thu, 23 Feb 2017 11:25:00 -0500ChaiVillageLA helps older members of two Los Angeles-area synagogues age in place.
Thu, 23 Feb 2017 08:00:00 -0500Dimensional Fund Advisors (DFA) takes a more direct approach to immunizing retirement liabilities through their target-date retirement income funds. These funds provide a useful case study for understanding the role bond funds play in meeting retirement expenses.
Thu, 23 Feb 2017 04:00:00 -0500Will Ghosn also give up the CEO role to a trusted lieutenant at Renault, and can he push the captains of his often lumbering ships to make quicker decisions, and to share more technologies, parts, know-how and talent?
Wed, 22 Feb 2017 17:26:00 -0500IRS Form 5498 is used by IRA custodians to value alternative assets, such as real estate, owned by a self-directed IRA. The IRS has recently added reporting requirements to the form highlighting the importance of accurately valuing the IRA.
Wed, 22 Feb 2017 14:37:00 -0500Medicare is a costly burden on taxpayers. It is also essential to the well-being of seniors.
Wed, 22 Feb 2017 13:40:00 -0500Three bills in Congress purport to repeal the estate tax. They are illusory. It is not a repeal of all inter-generational wealth transfer taxes. To planners, it's clear that our elected leaders have intentionally put in major road blocks to effective implementation -- other than one simply dying.
Wed, 22 Feb 2017 12:54:00 -0500Starting late in saving for retirement? Your cause is not lost. Act like a 50-year-old and think like a 20-year-old to plan your strategy.
Wed, 22 Feb 2017 12:41:00 -0500Eric Irvin, CEO of Reality Shares, offers guidance on how investors can potentially optimize and protect their portfolios now that the Dow has surpassed 20000. After an eight-year bull market, investors must avoid complacency, and stick to an accurate time-tested approach like dividend growth.
Wed, 22 Feb 2017 11:39:00 -0500Today’s column explores various questions about divorced and non-divorced widow(er)'s benefits and spousal benefits.
Wed, 22 Feb 2017 10:28:00 -0500If you're in great shape but want to stay on top of your strategy, see certified financial planner Adam Harding's responses to these common client questions.
Wed, 22 Feb 2017 10:28:00 -0500If you're not on track for retirement, confusion might be holding you back. Here, certified financial planner Kathy Hauer shares her expertise to answer common questions.