Market Volatility And How To Address It
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It is inevitable: If you invest in the markets for any period of time, you will experience one, a volatile market.
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Which Retirement Plan To Consider?
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Taking a look at the different types of retirement plans.
Read MoreA Word About Our Merger And A Note On Corporate Tax Law
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I have been looking for a long time for the right person(s) to merge my company with. The wait is over and I would like to introduce you now.
Read MorePart II: Landing A New, Better Job
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Last week we discussed a number of situations on how jobs were lost or became obsolete. Are you in that group? Is your job becoming obsolete being replaced by new technology or advanced products? Well, it’s time to find a new job.
Read MoreFired Or Let Go? Either Way, It Sucks
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Whether it was your first job or one you had held for many, many years, it is still no fun losing it. Your first reaction is one of disbelief, then comes despair and eventually resolve. OK, now I have to start from the bottom. No, you do not.
Read MoreInvesting: Active Vs. Passive Styles
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Depending on who you listen to and the time period, one or the other style of investing, active and passive, will be winning. Let’s take a look at both.
Read MoreRebalancing Your Portfolio: Why Do That?
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Let’s talk about the markets in 2017. The Dow Jones Index was up about 5,000 points. It advanced by 25 percent, making it the best year since 2013. The Dow took 14 years to climb from 10,000 to 15,000, then took only 3.5 years to get to 20,000. On top of that, the S&P500 and the NASDAQ indexes climbed 19 percent and 28 percent respectively.
Read MoreJune Is Coming, So Is Marriage Season
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I hate to start off on a negative note, but statistics state that more than 50 percent of first marriages end in divorce. I suspect that marriage-minded people spend more time preparing for the proposal than the wedding and life together after. You plan the perfect time and place for your proposal, and she says yes! Now what?
Read MoreStock Markets And Their Travels
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Have you ever noticed that when you are driving on the highway and there is an accident ahead, virtually every driver (read: ‘investor’) slows down and stares. They do not know or understand what they are looking at, but they feel obliged to slow and stare?
Read MoreTax Cuts, Jobs Act And 529 Plans Expanded
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How do 529 College Savings plans and the government’s now expanded scope that include saving for K-12 schooling affect you?
Read MoreTax Cuts And Jobs Act
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Both Washington and the IRS trying for tax simplification. They added around 500 pages to the current policies, bringing the total up to around 70,000 pages, just to make things simpler for you.
Read MoreYear-End Review, Thoughts
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The market had a very nice run in 2017, and with the New Year here we should reflect and review.
Read MorePart Two: Year-End Financial Considerations
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One thing that needs reiterated each year at this point is to not buy mutual funds – that’s especially true this year.
Read MoreAsk The Expert: Annual Financial Checkup
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This time of year becomes a blur with all we have going on, so here are some topics that could benefit you and yours.
Read MoreAsk The Expert: More About Healthcare Directives
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Jon L. Ten Haagen, CFP details what the HIPAA authorization, medical power of attorney and a durable power of attorney are.
Read MoreHealthcare Directives: Not Just For Elderly
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You, as a parent, have no more right to receive medical information on your legal-aged child than you do to get information about a stranger off the street. It does not matter if your child is covered by your health insurance.
Read MoreFraud And How You Can Get Trapped
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You thought you were immune, but remember Target and now Equifax – everyone is susceptible to fraud.
Read MorePart 2: What is TrustedID Premier?
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Equifax’s response to the data breach is to offer consumers one free year of credit file monitoring services through TrustedID Premier. This includes monitoring reports generated by Equifax, Experian, and TransUnion; the ability to lock and unlock Equifax credit reports with a credit freeze: identity theft insurance; and Social Security number monitoring.
Read MoreWhat The Equifax Data Breach Means – Part 1
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Equifax, one of the three main credit reporting agencies, announced a massive data security breach Sept. 7 that exposed vital personal identification data, including names, addresses, and social security numbers of as many as 143 million consumers, roughly 55 percent of Americans ages 18 and older.
Read MoreBe Prepared For Scam Calls, Fraud This Time Of Year
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You are all aware of the devastating hurricanes that hit Texas, the Gulf and the ones that were, as of the deadline of this article, devastating the Caribbean and soon to hit Florida. You also may notice the many requests for financial aid from many sources. Please remember if it sounds too good to be true, it is too good to be true.
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