Finding Financial Advisors If You’re Not Rich
It isn’t easy for a beginner to find a great pro for anything, especially when buying financial advice. When you’re “small potatoes,” relying on well-meaning peers…
3 Tips on How to Find a Stock to Buy
Want to buy stock in a company, but don’t know where to start? How do you sort through a sea of choices to uncover a stock…
Understand Your 401k Plan & Fees
Your employer may have recently informed you about changes to the company retirement plan. Don’t remember? Not paying attention to those notices can cost you. …
How to Get Started on Investing Path
Learning to save and invest is not much different than learning to throw a baseball, play piano or be polite. Teaching the skills to help your children…
Get Rick Quick? Think About Trees
As you go about gardening and planting flowers this spring, don’t forget to plant a young tree. And, appreciate the larger shade trees someone planted years ago in your…
When Is the Best Time to Invest?
It’s easy to tell when May arrives…farmers start planting, trees are greening up and about 40,000 trek to Omaha, NE, to watch Warren Buffett preside over the Berkshire Hathaway…
Time for Spring Break?
Ready, set, go…..it’s spring break time for many. Whether you’re on the beach or relaxing on the sofa, today is a great time to assess and discuss your finances,…
Fewer Choose to Invest in Individual Stocks
It appears individual stock investing is not as popular as it once was – there’s record low interest since 2009. A recent Gallup poll shows that…
Do You Think Like a Wealthy Person?
You can find some interesting investor data in the Annual Insights on Wealth and Worth survey by U.S. Trust. This 2013 study, the largest of its…
Roth IRA: Convert It or Not?
Recent tax changes have several financial planners extolling the virtues of converting a traditional Individual Retirement Account (IRA) to a Roth IRA. It makes sense for…
