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How Index Funds Trim your Tax Bill

How Index Funds Trim your Tax Bill

Here’s a plus for passive investingover active: lower taxes.

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Don't Get too Caught up in the Trump Bump or Slump

Don't Get too Caught up in the Trump Bump or Slump

There’s always one certainty about the stock market. It’ll go up and down.

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64 Hits

TWM Video for your college Graduates


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5 Time-Tested Tactics to save for Retirement

5 Time-Tested Tactics to save for Retirement
By the Editors of Kiplinger's Personal Finance

Follow our stategies to achieve financial Security, then reap the rewards.
 

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92 Hits

401k Participants Look to Lotto Winners for Withdrawal Advice

401k Participants Look to Lotto Winners for Withdrawal Advice

All who chose annuitized payment happy with their choice

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Shocker! (Not): 401k Participants Want Help With Rollovers

Shocker! (Not): 401k Participants Want Help With Rollovers

 

Eight in 10 DC plan participants talk to an advisor

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A Wellness Check for your Retirement Plan

A Wellness Check for your Retirement Plan
By Christine Benz | 01-19-2017 

Christine Benz shares the keys to determining if your retirement plan is on track.

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212 Hits

How to Prioritize Retirement Savings

How to Prioritize Retirement Savings

Take a step back and look at your household balance sheet to make sure your savings dollars are generating the highest return, says Morningstar's Christine Benz.

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Why is it so important to Save for Retirement?

Why is it so important to Save for Retirement?

Why is it so important to save for retirement (Part 1)?  Life Expectancy is a big reason.  In addition to Social Security benefits (more to come on this next month), your investment portfolio is likely to be your most significant source of financial support in retirement.  Naturally, the longer you live, the more financial support you will need and people do continue to live longer.  The following chart uses information from the Social Security Administration to compare the probability of living to a specific age for someone born in 1950 versus 1990.  

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No Social Security COLA could mean increased Medicare premiums

No Social Security COLA could mean increased Medicare premiums

The absence of significant inflation, driven by gas prices which are substantially lower than a year ago, means bad news in 2016 for those who receive Social Security benefits - there will be no cost-of-living adjustment, or COLA.  In an unintended consequence, Medicare premiums could also rise for many. 

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1492 Hits

Using the Ascensus Retirement Calculator

Using the Ascensus Retirement Calculator

Are you on track to reach your retirement goals?

Those that fail to plan, plan to fail. We all know the old adage, but finding the time to sit down and create a retirement income plan can be daunting, and about as exciting as a trip to the dentist. Fortunately, Ascensus offers Retirement Calculator on their website which takes the pain out of the process. This tutorial will answer common questions that arise while competing the tool.

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867 Hits

What Can You Control?

What Can You Control?

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

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1294 Hits

What Can You Control?

What Can You Control?

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

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823 Hits

Why Boomers Should Review Their 401(k) Allocations Now

Why Boomers  Should Review Their 401(k) Allocations Now

The good news is that 401(k) contributions have increased, according to Fidelity Investments’ most recent quarterly retirement savings analysis based on data from the 401(k) and individual retirement accounts (IRAs) it manages. The bad news is one glaring problem for Baby Boomers; the asset allocation of their 401(k)s is drastically out of balance.

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729 Hits

Renting Out a Second Home

Renting Out a Second Home

Considering renting your second home for income?  Make sure you give it sufficient thought and discuss with your financial advisor...

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1471 Hits

Not Just for Newlyweds

Not Just for Newlyweds

Money can create the potential for disagreement among all couples.  Here is a great checklist to place and keep you both on the same page: 

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1536 Hits

Not Just for Newlyweds

Not Just for Newlyweds

Money can create the potential for disagreement among all couples.  Here is a great checklist to place and keep you both on the same page: 

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920 Hits

Gold Falls to 5-Year Low amid dollar's rise

Gold  Falls to 5-Year Low amid dollar's rise

By Marley Jay and Steve Rothwell  Associated Press July 21, 2015

NEW YORK — Investors are running out of reasons to own gold.

The price of the metal, which is often seen as a hedge against inflation and a weak dollar, slumped to its lowest in five years on Monday.

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Participant Letter July 2015

Participant Letter July 2015

Market Volatility Returns: Fireworks in Greece and China

Investors are rightfully concerned about events in China and Greece, but don’t let a Trojan Horse through the gates that secure a well-founded investment plan and a properly diversified portfolio.

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1107 Hits

Understanding Stable Value

Understanding Stable Value

What is a Stable Value Fund?
“Stable value funds are capital preservation investment options available in 401(k) plans and other types of savings plans. 

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1105 Hits

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