Avoid Big Financial Mistakes for a Successful Retirement
As we enter into the holiday season, we all have so much to do and have to endure a very stressful time. People often neglect their personal finances, or even worse – make big...
Tagged: investment
Four Must Haves Your Financial Advisor Should Possess
When you select a financial advisor, it’s a very important decision. That person and financial firm they are associated with has a critical role in your financial well-being. Whether you are currently choosing a...
Popular IRAs and Annuities – Beware of Their Dark Downsides
With the holiday season over, it’s now time to talk about the upcoming tax season. Getting advice from a professional is critical to your financial success. IRA’s, annuities, stocks, mutual funds, bonds, life insurance,...
Closed-End Funds a Good Investment Option for Baby Boomers
There will be a literal mountain of cash raining down on the Baby Boomer generation. Over the next several years, it is estimated that $10 trillion will be inherited by today’s Baby Boomers. Due...
Who’s Managing My Money?
After the slaughter of the Dot.com bust and stock market free-fall, many people took managing their investments into their own hands. Mergers-and-acquisitions lawyer Susan Pravda recalls, “I had a money market fund here, a stock...