There are thousands of online resources and books that claim to teach you how to DIY (do-it-yourself) your retirement. But is it really possible and does it work? DIY retirement planning requires advanced knowledge and understanding in these areas: investments, tax planning, insurance, and estate planning.
I want to start by saying, “Happy anniversary!” This is the 10th anniversary of the official end to the Great Recession. Of course, we know now only because it's all in the rearview mirror that the stock market hit its all-time low March 9, 2009, after falling 56% from its peak in October of 2007.
Many people might think that spring is here in the markets. Well, I'm going to give you a reality check today on everything that's been going on in the markets.
Choosing the right financial advisor for your is an important process. Here are some things to consider when you're making your decision.
Dean Barber goes in-depth reviewing IRA Planning.
When you reach age 70 ½, you must begin to draw funds from your traditional (i.e., non-Roth) Individual Retirement Accounts (IRAs).
Every time you change jobs, you need to make some choices about what to do with your old 401(k) so that it keeps up with your financial needs.
When it comes to individual retirement accounts and trusts, they can be extremely complicated and when they consolidate, things can go very wrong and may be very expensive to fix.