Business

Taking “Tax-Smart” Distributions

One of the most difficult financial decisions you may face in retirement is how and when to take retirement distributions. When you start taking money out of your accounts, it is important to understand the tax rules that apply to money invested in your retirement plan. How you manage the distribution of your money from [...]



Three lessons to learn from the market volatility of 2008

What lessons can shareholders derive from 2008s volatile market environment? No asset will continue to rise forever. When many homeowners first purchased their homes, they were so certain that housing prices would continue to rise that they signed up for adjustable mortgages with low "teaser" rates and — in some instances — chose a "no [...]



Where does the money go?

Remember your most recent raise? The one that would allow you to pay down your debt or increase the amount you were able to save? If you’re like many people, that salary bump came and those improvements didn’t materialize. Naturally, you may find yourself wondering why. These days, rising gas and food prices may be [...]