Money & Investing Blog
Converting To A Roth? 12 Tips You Should Know
Roth IRAs are a great option for many investors who wish to set aside more money for retirement above and beyond the contribution limitations imposed on 401(k)s. They allow you to pay taxes on your contribution up-front in exchange for tax-free growth and tax-free distributions once you retire.
Read MoreAugust ’09 Newsletter: Another Market Rally, “All is, well, not so well!”
Another Market Rally, “All is, well, not so well! Do not get us wrong – we are happy for plan participant who have suffered through quarter after quarter of negative returns.
Read MoreShould You Try To Be Mortgage – Free in Retirement?
During 1-on-1 401k consultations, we often run across this question:
Should I get rid of my mortgage before retirement?
In a word, YES.
July ’09 Newsletter: Finally! A quarterly statement worth opening – do more gains lie ahead?
Almost every type of stock fund went up significantly in the second quarter of 2009. Benefitting from the falling dollar, foreign stocks…
Read MoreYour Bailout: Slash your Credit Card Debt – Mint.com Blog
Being fans of what Mint.com does, which has been documented here, they have started a personal finance blog, and the following is a great post for those trying to dig themselves out of debt. Don’t forget, debt is financial death.
Read MoreThe Best Online Tools for Personal Finance – WSJ
June ’09 Newsletter: Oh, If Only I Could Have My Quarterly Statement Now!
Most stock funds up double digits this quarter; Foreign funds gain 30% or more
At the end of February, we wrote the following in our newsletter:
May ’09 Newsletter: U.S. Stock Market Generates Best Two Month Gain Since 1975 – Are We Done Losing Money?
Changes in inflation remain largest danger to stock prices
Investors across the board enjoyed the benefits of the largest stock market rally in over fifteen years in April. Balanced portfolio grew by 7% in the month…
April ’09 Newsletter: World Stock Markets Bounce Off Lows in March – Growth Funds Outperforming in 2009
Almost half of the losses from January and February are erased, more gains possible over the next few quarters
Read MoreMarch ’09 Newsletter: Market Declines Continue in February- Will Investors Ever Make Money Again?
Stocks around the world fall over 10% in February: Losses approach 19% for 2009
Much like 2008, retirement plan investors are finding no place to hide their money during this steep market decline.
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