There are so many “retirement rules of thumb” to help you save. However, the retirement YOU want may be quite different from the average. Consider your situation before taking generic advice. Read all about it in this week’s Financial Tip.
Indices ended trading in red territory on Friday. Stocks rebounded up off session lows to close in the red zone for the day. Technology brands such as Apple, Facebook, and Alphabet sold off. Meanwhile, energy sector brands including Exxon Mobil and Schlumberger ticked up on a jump in crude oil prices.
In today’s Marietta Daily Journal, Bil Lako, CFP®, provides his opinions on if it is time to get out of the market and go to cash. Spoiler Alert: The market’s fundamentals are solid. Read the Article
Indices ended trading in the green zone on Thursday. The Dow closed above 24,000 for the first time and the S&P 500 climbed to a new record level. Technology brands including Facebook, Apple, and Microsoft rebounded from Wednesday’s dip. Meanwhile, crude oil prices ticked up on OPEC news.
Converted Your Traditional IRA to a Roth IRA? Worried You May Have Done it too Soon if Tax Reform Passes?
You can convert your traditional IRA to a Roth IRA this year, and if tax laws change in your favor, you can recharacterize the conversion for 2017 and then re-convert for 2018. We explain in this week’s Tax Tip.
Yes, you want that Porsche. But before you fork over thousands of dollars, ask yourself a series of questions to help you decide if the purchase is really worth it. Learn more in this week’s Financial Tip.