Hosts: Denise Kovach, CFP®, AIF® and Joe Bert, CFP®, AIF® Well Hello everybody, welcome to another edition of On the Money, the certified financial group here on News 96.5, WDBO, the Ask the Experts weekend. Joe Bert and Denise Kovach are here in the studio taking your phone calls at 844-220-0965. 844-220-0965, Joe and Denise, good […]
TRANSCRIPT FOR THE MARCH 25, 2017 “ON THE MONEY” SHOW Read More »
The last thing millennials may be thinking about is retirement, but according to CPA and retirement expert Ed Slott, that should be the first thing on their minds. Read the rest of the story.
Retirement mistakes to avoid in your 20’s and 30’s Read More »
Posted by Nancy Hecht, CFP®, AIF® IRA’s have been around for a long time and are widely used for retirement savings. Here are three common snafus that a lot of people make:
Common IRA Snafus you don’t want to make Read More »
These days, investors can track at any moment how the market’s daily ups and downs are affecting their wealth. Even investors with multiple investment accounts spread across different firms can calculate changes in their net worth in real time, thanks to websites and apps that do all of the work for them. One might think that
Would You Rather Have $1 Million or $5,000 Monthly in Retirement? Read More »
Posted by Joe Bert, CFP®, AIF® There were dozens of breach of fiduciary duty lawsuits filed, settled and adjudicated in 2016 against plan sponsors, fiduciaries and investment advisors. The trend for 2017 is for this legal torrent to continue regardless of the next steps with the Department of Labor’s Fiduciary Rule.
Who Is Liable in a Breach of Fiduciary Duty Lawsuit? Read More »
If you are one of the millions of Americans with a retirement-savings account, three of the most important letters in your financial life might be these: RMD. They stand for required minimum distribution, which is something that the nation’s baby boomers now need to grapple with for the first time. It refers to an annual
Everything You Need to Know About Required 401(k) and IRA Withdrawals Read More »
Posted by Denise Kovach, CFP®, AIF® Now (tax season) is a good time to double check your earnings history on your Social Security statement to confirm that it is accurate.
Do this to maximize your Social Security Benefits Read More »
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