Posts Tagged ‘fee-only’
Know your ABC’s (and D) of Medicare!
Curious about Medicare’s intricate alphabet of parts and plans? Read on to learn how to get fully covered—and be safe from unpleasant financial surprises.
Read MoreQuarterly Market Review – Fourth Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for Oct. – Dec. 2020. (Includes the 2020 Annual Review!)
Read MoreRolling Your Own Pension – Why You Need to Take Control of Your 401(k)
Pensions are long gone for most of us—but you can roll your own.
Read More“Where Did That Mutual Fund Go?”
Active management has yet another dirty little secret. Read on to find out what it is.
Read MoreGifting – Is the IRS discouraging your generosity?
Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!
Read MoreA Fool’s Game – Market Timing
I continually bang the drum of NOT attempting to time the market. Here’s why.
Read MoreSocial Security Timing – Getting it Right!
When should YOU begin taking Social Security? Read on to learn what you need to know!
Read MoreHow Much Impact Does the President Have on Stocks?
The election’s in the rearview mirror. So, what impact we can expect? Read on to learn about the Presidents’ historical impacts on stocks.
Read MoreTo Roth or not to Roth, that is the question!
Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!
Read MoreQuarterly Market Review – Third Quarter 2020
Once per quarter, we roll up our sleeves and take a deeper dive into what’s happened in the stock market. Take a look at the attached presentation if you’d like to view the recap for July – September 2020.
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