Failing to perform due diligence when choosing a financial advisor can create many problems, especially as you enter retirement. A great way to begin the necessary vetting process is to put together a list of essential questions to ask your advisor candidate. Candidates must answer these fundamental questions to your satisfaction before being considered.
The Insight Folios portfolio consists of 96% American companies, and despite the major market fluctuations since December 2018, our dividends have remained consistent.
A look at how the CARES Act can help those under 59 1/2 benefit from IRA to Roth conversions.
Paul takes a closer look at current market conditions and the performance of the Insight Folios portfolio during this unprecedented pandemic.
Though dividends are not guaranteed, just about all the stocks in our DIV30 Portfolio have a long-standing history of consistently paying their dividend.
The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?
Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.
Late in December 2019, Congress passed the Secure Act and according to the title of the Act, the idea is making more American’s retirement secure. When you get to the nuts and the bolts of how the legislation effects IRAs, you find a completely different story.
What do you need to know about the SECURE Act that passed in December 2019? A look at the changes to RMD’s and the “stretch” provision.
Charlie Bowers discusses market volatility, especially as it applies to the current coronavirus scare.
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