Rolling over 401(k)s from past employers requires careful analysis and proper education about your choices. While it can seem daunting, there may be benefits to making changes to your portfolios. Read and research carefully and consult a tax expert if necessary.
Category: Blog
Do You Consider Yourself A Member Of The American Middle Class? For How Much Longer?
These days, many Americans may be feeling like they are falling behind economically. For a long time since the end of World War II, the American middle class has been a goal that most individuals and families desired to attain. What are the potential consequences for our country if the middle class were to vanish?
Who Is Looking At Your Paycheck?
Increased losses from consumer loans and recently enacted credit card legislation may provide an opportunity for many parties to begin looking at your income, with or without, your permission.
Why Won’t You Discuss Retirement With Your Spouse?
Why do so many couples procrastinate when it comes to discussing their financial future?
New Credit Card Rules For Those Under The Age of 21.
New Federal Reserve Rules will limit the ability of those under the age of 21 to obtain a credit card.
Is Congress Out Of Touch With The Average American?
With a recorded 237 Millionaires in the U.S. Congress, do you believe that they are out of touch with the average American?
Need Help Putting $1 Trillion In Perspective?
CNBC has a great slide show displaying the physical size of $1 Trillion. Definitely something to keep in mind as we watch our political leaders propose new spending programs while failing to manage existing inefficiencies and financial waste. A great visual tool for any age, and perhaps a good starting point for conversations with children about spending and fiscal discipline in our country.
California Budget Woes Force State Confiscation From Taxpayers. Could This Happen In Your State? Nation?
Starving for cash and revenue to pay state expenses, the state of California is snatching additional state tax withholding from taxpayers.
Brokerage Firm Unveils 2010 Broker Pay Plan
Brokerage firm compensation plans can drive broker/advisor behavior. Educate yourself about your advisor’s compensation plan to ensure your best interests are represented.
Why Does It Matter If China Stops Buying Our Debt?
Commentary regarding the importance of China and other foreign investors continuing to buy America’s debt and the associated geo-political risks of America’s massive federal deficit.