Mutual Funds
The Taxes On Your Investments
Investments that you hold for less than a year and then sell are considered short term investments and are taxed as ordinary income.
Review Your Mutual Fund Annual Statement
Mutual fund companies send out annual statements the end of January. My strong recommendation here is to take the time to review them.
When To Sell Your Mutual Funds
The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
Understanding Mutual Fund Benchmarks
You will want to learn how to compare your mutual fund to a standard so you can tell how well it’s doing compared to other similar mutual funds.
Which Mutual Funds Fit Your Portfolio
There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.
Mutual Funds And Your Portfolio
To reach your financial goals of a comfortable retirement you will be investing in the stock market.
How To Clean Up Your Retirement Plans
How many retirement plans do you have?
Will You Have Enough Money To Last Through Retirement?
In order to retire comfortably, you have to do some planning.
When It Comes To Love, Marriage, And Divorce…Money Matters
Unfortunately, married couples frequently fight over money, but with a little effort and planning they may be able to stay out of divorce court.
IRAs: Rollover IRAs
A rollover IRA is when you transfer money from a retirement account into an IRA.
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