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How to Perform a Midyear Review of Your Finances

by W. David Kern, CFP® Level 12
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you ...(more)
Comment   |  yesterday
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3 Reasons Why Funding your Health Savings Account Should Be A Priority

by W. David Kern, CFP® Level 12
Amid the ever changing and complex realm of healthcare, at least one thing remains constant and relatively easy to navigate – Health Savings Accounts (HSA). A HSA is a personal savings account that allows you to pay ...(more)
Comment   |  yesterday
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Did you think to remodel your home?

by Brent Leavitt, CFP® Level 11
  Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
Comment   |  Jun 08, 2017
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5 Compelling Reasons to Have a Roth IRA

by W. David Kern, CFP® Level 12
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Comment   |  Jun 06, 2017
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9 Things You Must Know Before Retiring

by Nathan Garcia, CFP® Level 15
  Before Retiring you'll need to know these 9 pieces of information to have a better retirement:  1) When to file for Social Security 2) How much your Health Care costs will be 3) How much you currently spend 4) ...(more)
Comment   |  Jun 02, 2017
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Tiger

by Randy Brunson Level 17
  According to the World Federation of Exchanges database, there were about 15,000 publicly traded companies worldwide, in 1975.  This count grew to just over 43,000 by 2015.  What’s interesting is the change across ...(more)
Comment   |  May 25, 2017 from Suwanee, GA
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Planning for Alzheimer's

by Jeffrey Glenn Weeks Level 6
Have you misplaced your eye glasses recently? Or, have you recognized a face at the grocery store but been unable to recall the person's name? Forgetting a name or where we put our keys are typical realities for many ...(more)
Comment   |  May 10, 2017
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MUSCLE

by Randy Brunson Level 17
  From time to time we get questions about the tax implications of taking funds from the different types of IRAs.  Regular IRAs and Roth IRAs have differing distribution rules.  Following is a short summary.    For ...(more)
Comment   |  Apr 25, 2017 from Suwanee, GA
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STEM careers and finances

by Brent Leavitt, CFP® Level 11
  You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Comment   |  Apr 21, 2017
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Keys

by Randy Brunson Level 17
  Two things to note first this week, which are taxes and politics.    First, the tax filing deadline for federal income taxes is April 18th.  Typically it would be Monday April 17th, since the 15th falls on ...(more)
Comment   |  Apr 20, 2017 from Suwanee, GA
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How to Spring Clean Your Investment Portfolio

by Peter Carl Hafner Level 12
Print Article I had coffee with a friend yesterday and I couldn’t believe how happy and energized he was. This guy was loving life. Do you know why? He had cleaned his car! I know it sounds crazy but it was true. He ...(more)
Comment   |  Apr 12, 2017 from Buffalo, NY
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Investment opportunities still persist

by Vernon Coffey Sumnicht Level 12
Written for USA TODAY NETWORK-Wisconsin 7:56 p.m. CT March 11, 2017 By all accounts, President Trump’s first address to Congress on Feb. 28 was well received. Considering the Dow Jones Industrial Average climbed over ...(more)
Comment   |  Apr 11, 2017 from Appleton, WI
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Worse Than A Stock Market Correction?

by William Robert Parrott Level 10
  Investors constantly scan the horizon looking for a stock market correction.  While investors sit on their front porch anticipating a stock market correction they leave their back door wide open.  Stock market ...(more)
Comment   |  Apr 11, 2017
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Spring Cleaning.

by William Robert Parrott Level 10
  Snow is melting.  Flowers are blooming.  Grass is growing.   Robins are singing.  Spring has arrived.   With the arrival of spring it’s now time for a little spring cleaning.   After months of dark days and cold ...(more)
Comment   |  Apr 11, 2017
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Don’t Let Your Best Thinking Derail Your Retirement Dreams

by Peter Carl Hafner Level 12
The stock market did great last year. The Dow was up 13.4%; the S&P gained 9.5%; and the Nasdaq was up 7.5%, according to CNN Money.  But do you remember how things started? 2016 began with the worst five-day ...(more)
Comment   |  Apr 06, 2017 from Buffalo, NY
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How does a minor get Social Security?

by Larry R Frank Sr Level 20
Your child, or grandchild is a minor. When a child is entitled to Social Security benefits, the Social Security Administration (SSA) will appoint a representative payee to receive benefits on behalf of the child. ...(more)
Comment   |  Apr 05, 2017 from Roseville, CA
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Trump's Nominees Will Reshape the Fed

by Hoy Carter Grimm Level 16
The Federal Reserve Board of Governors consists of 7 positions filled by appointment. President Trump already has two vacant seats that need to be filled. Over the next 18 months he may need to fill another 2 or 3 ...(more)
Comment   |  Apr 05, 2017 from Maryville, TN
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Financial Planning for engineers

by Brent Leavitt, CFP® Level 11
Are you an engineer?   Engineers help make our lives better. What I didn’t realize was that when it comes to finances, engineers are no different than anyone else, except a lot of them work for small companies and are ...(more)
Comment   |  Apr 03, 2017
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My kids are joinging the military to pay for college

by Brent Leavitt, CFP® Level 11
  “My college savings plan is the military.” This is a response I got last week from a very serious woman at a college and career planning event I went to. I love the military and I thought it was a great plan. In ...(more)
Comment   |  Mar 28, 2017
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Important Steps to Take for Your Retirement Plans

by David Neil Chazin Level 6
                                                 Setting Your Objectives & Goals There is no express highway or fast lane to take you directly to retirement. Preparing for any long-term journey requires a road map ...(more)
Comment   |  Mar 28, 2017 from San Ramon, Cal
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