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Mutual Funds: Most Of Us Have A PortfolioAlmost every goal we have as a grownup has a financial component to it. A comfortable retirement or a college education for the kiddo requires investment in the stock market.
Questions From Listeners: Where Can I Find A Good Financial Planner?Begin by asking your friends, work associates and relatives if they use a financial planner. Move on to asking other professional advisors such as your attorney, accountant, or tax preparer.
Questions From Listeners: We're Having A Baby! What Should Financial Goals Be?Expecting a baby makes people view the world differently. The transition from couple to family requires a fresh assessment of all aspects of your life.
Questions From Listeners: How Much To Withdraw From IRA When I Retire?You are required by law to start minimum distributions by April 1 of the year after you turn 70½ but you may need to take your second distribution that year also.
Questions From Listeners: Should I Invest In Roth IRA Or Traditional?Are you maximizing out your retirement plan at work such as your 401(k)? Money should go here first, especially if the company matches your contribution.
Questions From ListenersI thought we could spend this week answering questions from listeners. The questions are composites of the many questions we get here at WBZ radio.
New Year’s Resolutions: Wealthier & Wiser, Part 4Let’s see if we can get through the last 3 of the top financial resolutions from Fidelity.
New Year’s Resolutions: Wealthier & Wiser, Part 3We’re still working on Fidelity’s top 10 financial resolutions.
New Year’s Resolutions: Wealthier & Wiser, Part 2Folks often make big mistakes in the market by selling when the market is down and buying when it is high.
New Year’s Resolutions: Wealthier & Wiser, Part 1I would like to point out that almost every New Year’s resolution we make has a financial component to it.
New Year’s Resolutions: Start Of The New Year - Happy New Year!It’s the start of a new year and many folks make New Year’s resolutions, thinking they will get rid of an old bad habit or start a new good habit.
Last Week Of 2016: Healthy, WEALTHY & WISEYesterday was all about getting healthy, today let’s talk about the wealthy and wise part.

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