roth
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‘401(k) plan owners: Watch out’
Imagine how you would feel if you were on a sinking cruise ship and couldn’t get off because there weren’t…
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Finances
Dave Says – Let kids make mistakes
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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One reason why ‘target dated’ funds haven’t done well for over a decade
There’s a reason why we often refer to target date funds as ‘target dated’ funds. These types of investments rely…
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Columns
Dave Says – Try to help him, but move slowly
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Finances
Nearly 1/3 of investors 65+ sold at the stock market bottom
Typically when you fail to plan, you are planning to fail, and that applies to the stock market. It’s best…
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Finances
Dave Says – Dealing with debt collectors
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Columns
Dave Says – Push the pause button
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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What is the ‘7% guaranteed’ annuity myth?
One of the most common things I hear from people who own or have been pitched an annuity is the…
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Finances
Dave Says – This lady’s getting it done!
Need some financial advice? Debt and income crisis? Pay off the house mortgage first? Check cashing? Taxes? Credit Cards? Check…
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Finances
Don’t play politics with your portfolio
Did the outcome of the election make you really happy and excited? Or did it leave you concerned, especially when…
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