By Rick Ferri, CFA The anticipation rises as people gather around the table. You hear rustling in the kitchen, then footsteps approaching, and “Happy birthday to you! Happy birthday to you!” A cake is carefully […]
Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors Planning for retirement goes beyond how you’ll spend your time. You’re also probably thinking about maximizing social security, whether you’ll downsize, ways to stay mentally and […]
Investing your retirement savings is easy. You can do it yourself. All you need to be successful are a few broad market stock and bond index funds and you’re done. This simple and extremely low-cost […]
Courtesy Home Hospice of Grayson A report released by the National Partnership for Hospice Innovation (NPHI) highlights several cost and quality differences between for-profit and nonprofit hospices serving Medicare beneficiaries. The report, prepared by the […]
What is Your Most Important Estate Planning Document?
Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]
Beware of ATM Skimmers
It’s been said many times, but bears repeating: If you notice anything out of the ordinary at an ATM, don’t use it. That might seem like a hassle, but it’s a lot better than your card being skimmed. […]
Did you know you can purchase real estate investments with your retirement plan? Well, you can!
Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]