The end of 2014 is upon us, and if you haven’t taken care of any of the following yet, now is a good time to do so: • Required Minimum Distributions (RMDs) • IRA Contributions/Funding • End of the Year Gifting Required Minimum Distributions (RMDs) Once you hit the age of 70½, you must begin taking…
DetailsThis is a great quote, and it pertains not only to investing, but to any worthwhile endeavor you’ve been wanting to do.
If you’re nearing retirement or recently entered it, then you’re in what’s called the “Retirement Red Zone®” – a phrase coined by Prudential that designates the five years before and five years after retirement. It’s at this critical point that you’re subject to what is called Sequence Risk, the risk that you would experience lower…
DetailsThe media can get a little excitable at times when market indexes go on a weekly losing streak or have a down month like it did in September. Questions inevitably come up asking if or when a market crash will happen. We won’t take the bait, and we won’t say, especially since prognosticators have been…
Details(Posted September 25, 2014) Given the impressive returns for the S&P 500 since the 2009 bottom (the stock market bottom was March 9, 2009), the question is often asked, “What would your returns be like if you had bought at the peak of the market in 2000?” The S&P 500 peaked on March 24, 2000.…
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