Mutual Funds: Your StatementMutual fund companies send out annual statements the end of January. In addition, you should have received your 4th quarter report for 2016.
Mutual Funds: When To SellSo when do you sell your mutual fund? The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
Mutual Funds: BenchmarksA benchmark is a standard used for comparison. You will want to learn how to compare your mutual fund to a benchmark so you can tell how well your fund is doing.
Mutual Funds: Most Of Us Have A PortfolioThere are over 9,000 mutual funds and ETFs in the U.S. to choose from and you will need a disciplined process to whittle down the number to something that is manageable.
Valentine’s Day: Last Minute AdviceValentine’s Day is tomorrow! And if you are thinking of taking your sweetie out to dinner it may already be too late to make a reservation.
Valentine’s Day: Online Valentines Over 50The online dating services have begun to pay attention to the 76 million Boomers out there who may be looking for a Valentine.
Valentine’s Day: Online ValentinesIt’s almost Valentine's Day and many folks want a special Valentine in their lives.
Valentine’s Day: A Sweet ToothValentine’s Day is synonymous with candy. For many folks, the perfect Valentine gift is chocolate.
Valentine’s Day: Cheap & From The HeartI do think you can play cupid on the cheap this Valentine’s Day and still make it special.
Valentine’s Day: KISS PrincipleValentine’s Day is next Tuesday the 14th! And if you are thinking of taking your sweetie out to dinner it may already be too late to make a reservation.
Taxes: Audit Red FlagsLess than one percent of last year’s returns got audited. Most audits are simple paper audits where the IRS sends you a letter asking for supporting documentation.
Taxes: Taxes On Your InvestmentsHere's the skinny on capital gains, capital losses, and dividends.