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Reaching Retirement: Now What?

You’ve worked hard your whole life anticipating the day you could finally retire. Well, that day has arrived! But with it comes the realization that you’ll need to carefully manage your assets so that your retirement savings will last. 1,334 more words

Financial Planning

Safe Harbor 401(k) Plans

Everyone’s familiar with 401(k) plans. But not everyone knows they come in different flavors. There’s the traditional 401(k), of course. But there are also SIMPLE 401(k)s for small employers, 401(k)s with qualified automatic contribution arrangements (QACAs), and safe harbor 401(k)s. 1,283 more words

Financial Planning

Concentrated Stock Positions: Considerations and Strategies

Whether you inherited a large holding, exercised options to buy your company’s stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. 1,633 more words

Financial Planning

Five Keys to Investing For Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. 1,634 more words

Patrick Ray

The Traits of a Good Investor and How Women Can Make the Most of Them. By John Jastremski

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a family or had no interest in the subject, but who have since found that divorce, a spouse’s death, or the need to help a parent have forced them to learn some investment basics. 1,633 more words

Age Penalties

China’s Chaotic Market

As the world watches, the nation’s government tries to end the downturn. 

Investors worldwide worry about the state of China’s equity market. You could argue that these fears have impacted Wall Street as much as the crisis in Greece. 849 more words

Financial Planning

China’s Chaotic Market

As the world watches, the nation’s government tries to end the downturn. 

Investors worldwide worry about the state of China’s equity market. You could argue that these fears have impacted Wall Street as much as the crisis in Greece. 849 more words

Financial Planning