MoneyDo: Know how Roth and Traditional accounts could help you. When it comes to saving for retirement, you’ve been given two tools designed to help you optimize your savings.Roth vs. Traditional Retirement AccountsWe all wish the government would let us save money...
MoneyDo: Importance of Account Titling A few weeks ago, we talked about beneficiary designation, which is a critical part of the estate planning puzzle. Another related issue that works alongside beneficiary designation is account titling, which addresses how you...
8/6/17 ICYMI (In Case You Missed It): Leakage – Stop Raiding Your 401(k) Plan “I always tell our clients that a 401(k) is an account with a singular, specific purpose: funding your retirement.” – Tom Parks AIF®, CRPS® Director of Retirement...
7/30/17 FEATURED: No Fear: The VIX Stays Low – For Now The CBOE Volatility Index – often called the “VIX,” dropped to its lowest level since December 1993 this week. Just after the Fed’s July policy meeting, the VIX dropped to 8.84, its lowest reading since...
Disney recently announced that it will remove its movies - properties that include Marvel Films, Pixar, and the Star Wars universe - from Netflix and launch a branded, direct-to-consumer streaming service. If a charity spends 15% or less of its budget on...
