Couples are marrying later in life, which means the merging two households.
Rollover IRAs are set up to receive distributions from qualified retirement plans such as your 401(k), 403(b), 457, or another IRA.
According to a survey by Bankrate.com last summer, Boomers are retiring at the worst time in a generation.
Mutual fund companies send out annual statements the end of January. Find them and take the time to review them.
The number one reason to sell is when your goals or objectives are met and you need the dollars to pay for the goal.
To be eligible for the long-term capital gains tax you must have held the asset for at least one year.
There are many obstacles you will encounter while trying to achieve your financial goals.
Review your goals. Knowing when you want to reach them is your time horizon and that should dictate what you invest in and how much risk you take.
Today everyone should consider having a financial plan, but most individuals have not planned for their future.
Most investors don’t even know they are in the wrong type of investment until it’s too late.