Archive | Weekly Column

Keeping Up With The Clauses

Are you feeling any pressure this Christmas season to give, give, give? Keeping up with the Joneses all year is hard enough. It gets even worse during the holidays, when we feel pressured to keep up, not just with the Joneses, but also with the expectations others, and ourselves, put on Santa Clause. Some Christmas […]

Continue Reading 0

To Give, or Not to Give?

For some, Black Friday can be a day of fun “hunting” for great deals. For others it can be a day of dread, driven by the obligation to play to the expectation of family and friends.  Ads urge us to buy everything from sweaters to screwdrivers to SUVs on the grounds that they will be […]

Continue Reading 1

Roll Over 401(k) to IRA But Keep Your Job

If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your employer’s plan and into an IRA at a custodian like TD Ameritrade or Fidelity.

Continue Reading 2

Increased Demand, Too Few Financial Planners

If you are looking for an investment advisor, the number of companies and advisors from which to choose is almost overwhelming. The case is almost opposite if you are looking for a fiduciary financial planner—one who is client-centered and advice driven, where the focus is not on selling high-commission financial products but delivering advice for […]

Continue Reading 0

Expect Financial Advisors To Take Their Own Medicine

I receive a monthly newsletter from a company named Regenexx that is pioneering a new technology. This is where they take a person’s platelets or stem cells, process them, and then inject them back into a suffering joint with the hope the injected material will help the joint to repair itself. If you do some […]

Continue Reading 0