Putting the stretch back in your inherited IRA
Given all the turmoil in the world around us, you may have been distracted from some major developments in the world of...
Read More
Attack of the stock market zombies
The stock market’s gyrations over the past few weeks have been breathtaking—and not in a good way. Corona virus fears...
Read More
Is a Roth 401(k) better?
Q: I recently found out that my company offers a Roth option in our 401(k) plan. We can now choose to contribute to the...
Read More
Mr. Market and the corona virus
In school, I was taught that the stock market is a discounting mechanism. Every moment, so the theory goes, thousands of...
Read More
How to magnify the impact of your charitable giving
There are few things more rewarding than knowing you are contributing your time and money to further a worthy cause. In...
Read More
Leaving it all behind—the right way
I’m sure you have heard the old story about the rich man who died. One friend asked, “How much did he leave?” to which...
Read More
Should I roll my 401(k) into an IRA?
People ask me all the time: should I roll my 401(k) into an IRA? This question usually comes up when someone is changing...
Read More
Living in a big data world
Earlier this month, the Wall Street Journal published an article on Google’s attempt to gain access to millions of...
Read More
Beware the Timeshare Trap
Building wealth requires constant vigilance. It’s not just about investing well. It’s about avoiding the financial...
Read More
Getting the right financial planner
Long-time readers of this column know how much I love a good financial plan. Some people think a financial plan is just...
Read More
What should I do after the 2019 stock market rally?
Q: I had a really good year in the stock market and my IRA is up a lot. Given the political situation and what is...
Read More
Getting smart about the SECURE Act, part 2
In last week’s column I discussed three key provisions of the SECURE Act that will likely affect the way you handle your...
Read More
