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MUSCLE

by Randy Brunson Level 16
  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   |  2 days ago from Suwanee, GA
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STEM careers and finances

by Brent Leavitt, CFP® Level 10
  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   |  5 days ago
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Keys

by Randy Brunson Level 16
  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   |  6 days ago from Suwanee, GA
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Social Security Spousal Benefit – Rules Have Changed

by Michael Joseph Eugenio Level 10
In one of my previous Blogs I discussed the merits of possibly delaying your Social Security until age 70.  Under optimal conditions this could mean many more thousands of dollars for your retirement over your ...(more)
Comment   |  Apr 18, 2017
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How to Spring Clean Your Investment Portfolio

by Peter Carl Hafner Level 11
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 11
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 10
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 10
  “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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How to Win at Investing

by Adam Clark Harding Level 6
Over the course of our lives, we make countless decisions about how to invest our time, money, energy, enthusiasm, etc., only to look back at some decisions favorably and others, well, not so much…. But how do we ever ...(more)
Comment   |  Mar 21, 2017 from Scottsdale, AZ
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Guide to 401(k) Plans

by Randy Brunson Level 16
The Department of Labor, through its Employee Benefits Security Administration, is charged with overseeing health, welfare and benefit plans offered by employers.  This includes 401(k) plans. 401(k) plans are fairly ...(more)
Comment   |  Mar 21, 2017 from Suwanee, GA
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What percentage of your working income should you replace to maintain your current standard of living in retirement?  

by Jeffrey Charles Lewis Level 10
  Conventional wisdom states that you should replace from 70 to 85% of your pre-retirement household income. However, most Americans are unable to do this. The truth is that it is an individual decision based on your ...(more)
Comment   |  Mar 21, 2017
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Why Women Beat Out Men in Investing

by Jeffrey Charles Lewis Level 10
  According to a recent study by Sigfig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig looked at 750,000 portfolios and analyzed the anonymized data by gender. ...(more)
Comment   |  Mar 21, 2017
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Preparing for Retirement After a Divorce

by Jeffrey Charles Lewis Level 10
  Men and women nearing retirement who have gone through a divorce are less likely to feel financially prepared than married couples. Women are most likely to feel financially unprepared than men and this is for good ...(more)
Comment   |  Mar 21, 2017
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How to Beat Taxes by Investing

by James Leland Hancock Level 10
It is tax time once again and no matter how much you hate taxes you should know about the tax advantages of IRA’s.  Contributions to IRA’s can help you in many different ways at tax time.  They can lower your taxable ...(more)
Comment   |  Mar 16, 2017
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