There are less than two weeks left in 2013 and there are several financial planning items you can address before December 31st. Here are 5 recommendations to take a look at down the home stretch.
In the New York Times, there was an article highlighting the benefits of having an investment policy statement (IPS) instead of a financial plan for your investment portfolios.
November is a month that many American give thanks for the blessings that they have. It is also a time of year that we review our charitable giving heading into year end.
Having an emergency fund established is a foundation to becoming financial independent. The next step once you have reached your goal of having three to six months in your emergency fund is how should you investment this money.
Over the past two weeks, my Facebook news feed has been filled with photos of friend’s children eagerly headed off to their first day of school.
Cash, money market funds and very short term bonds are part of most asset allocations.
There was an article on CNN/Money that discussed how some individuals are tapping their 401k accounts to buy homes as investments.
401k retirement plans are a great way to save for retirement. I am frequently asked how much money my clients should put away for retirement in their 401k and when should they start to use some other type of account. That question is usually specific to the individual’s financial position as well as how their 401k plan stacks up against other investment account options.