Inheriting a Roth IRA isn’t always best: Sometimes traditional is better

8 years ago

Conventional wisdom suggests that inheriting a Roth IRA is always better than inheriting a traditional IRA. In the case of…

How to Save Over $1,000 on Your 2015 Tax Bill

8 years ago

It’s not too late to reduce your 2015 tax bill. Retirement savers continue to have a powerful option to decrease…

Things you can do to brighten your financial outlook

8 years ago

Posted by Denise Kovach, CFP®, AIF®, NSSA® A good thing to ask yourself is, “Where am I?” “Am I spending…

You Win the Powerball Jackpot. What Now?

8 years ago

Posted by Joe Bert, CFP®, AIF® With all the focus on the recent large lottery power ball at stake, Kiplinger…

11 Ways to Improve Your Finances in 2016

8 years ago

 Posted by Roger Johnson, CFP®, AIF® Calculate your net worth and set goals for the New Year.​ Knowing your net…

New scams to avoid in 2016

8 years ago

There are many ways to make sure that your finances are in good health, as the new year gets underway.…

Retirement: Pros and cons of fixed-index annuities

9 years ago

Forget stocks, bonds, ETFs and non-traded real estate investment trusts. The new flavor of the month these days for those…

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