2014 Returns: The Market is Up and I am Not

Statements are out and there is a lot of confusion about why account values are flat for the year when it seems the market was up.  Matson Money sends out ... Read MoreRead More

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Investing in a Roth as Part of College Education Planning

A Roth IRA can be a smart way to save for a child’s education or fund continuing education classes. However, the key is to maintain the right amount of risk ... Read MoreRead More

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Five Essentials for Early Retirement Planning

Who wouldn’t want to retire early and pursue their own goals and desires? The problem is that without sensible retirement planning it can be difficult to save up enough to retire ... Read MoreRead More

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What are the Hidden Fees associated with Annuities?

It’s not that there’s anything wrong with an investor paying fees for certain investments in their portfolio, but when it comes to annuities the key is ‘transparency,’ notes the WSJ’s ... Read MoreRead More

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Are Investment Fees Tax Deductible?

I was looking for a specific answer to this question and I found this great article from David Marotta on Forbes Magazine so I thought I would share on the ... Read MoreRead More

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Estate Planning and Investing for Retiring Baby Boomers

Some baby boomers are skeptical about the stock market after being burned during the downturn 2008/2009. Now that the stock market has been booming for several years, it may be ... Read MoreRead More

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Do You Qualify for this Investing Tax Credit?

The Saver’s Credit: almost a well-kept secret? It’s becoming increasingly difficult for low to middle-income families to save; however, the IRS allows a Saver’s Credit that could mean a $1,000 ... Read MoreRead More

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How Can E-Money Save you Time?

Budgeting can be very time consuming and tedious which is why most people don’t do it.  Today we are going to discuss online budgeting/financial software and how it can help ... Read MoreRead More

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Millennials and Their Money: 3 Tips for Overcoming Investing Fears

When it comes to Millennials and their money, most Americans ages 18 to 29 would rather sit on a boat load of cash. They have a sinking feeling that investing ... Read MoreRead More

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