Claiming Social Security Benefits Soon? If you want to claim Social Security benefits soon, keep a date & a number in mind. The date is April 30, 2016. The number is 62. Recent changes to the Social Security benefit rules have made that date and that number very...
The year in brief While the S&P 500 surprised to the upside in 2014 versus the projections of many analysts, it has performed below expectations so far in 2015. As this year began, not many Wall Street pros thought the index would tread water. The consensus...
2015 has presented the world & the markets with considerable challenges Terrorist shocks, the Russia-Turkey spat, the possibility of a fractured eurozone, the wild ride for Chinese equities and the global manufacturing slump … yes, they have weighed on minds...
DIY Investment Management If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Following are nine of them. 1....
Your approach to building wealth should be built around your goals & values. Just what is “comprehensive financial planning?” As you invest and save for retirement, you will no doubt hear or read about it – but what does that phrase really mean? Just what does...
Here are some important things to note as the year comes to a close. As every calendar year ends, the window slowly closes on some notable financial deadlines and opportunities. Here are several to keep in mind before 2016 arrives. Don’t forget that IRA RMD. If you...
