Blog

April 30, 2019

Retirement Changes You Can Count On

“Retirement and retirement planning are changing…In the future, there will be more changes to retirement, and the... Read More
April 30, 2019

S&P 500 Reaches a New Peak – April 29, 2019

The Week on Wall Street - Stocks returned to record territory, with both the S&P 500 and the Nasdaq Composite closing at historic... Read More
April 22, 2019

Families Use Apps to Track Relatives With Dementia

Kim Rice tracks her husband's every move, including his arrival home each night from adult... Read More
April 22, 2019

A Mild Week for the Market – April 22, 2019

The Week on Wall Street - A short and relatively placid trading week wrapped up Thursday, with the major indices turning in mixed performances. The S&P 500 retreated... Read More
April 15, 2019

Using a Tax Refund to Fund an IRA in 5 Easy Steps

What does the basic process entail? An income tax refund can be directly deposited to an IRA up to the annual... Read More
April 15, 2019

Taxpayers cry ‘#TaxScam’ as total refunds are down by $6 billion

If I were to give this year's tax season a title it would be: Refund... Read More
April 15, 2019

The Q1 Earnings Season Begins – April 15, 2019

The Week on Wall Street - Stocks broke out of a narrow range on Friday following news that two major banks grew their bottom line in the first... Read More
April 8, 2019

Is a Trusteed IRA a Good Strategy?

How much control do you want over beneficiaries after death? Read More
April 8, 2019

How Much Are Taxes on an IRA Withdrawal?

How much you will pay in taxes on an individual retirement account (IRA) withdrawal depends on the type of IRA, your age, and... Read More
April 8, 2019

Special Update: Quarterly Report – April 8, 2019

The Week on Wall Street - Stocks just posted their second straight weekly gain. Investors were encouraged by the latest jobs report and new signs of progress on a... Read More