Finance Blog
Written by Roger Wohlner on March 1, 2011
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Five Questions You Need to Ask Your Investment Broker By Dan Solin I have to be practical. I don’t believe anyone should rely on brokers or investment advisers who claim to be able to “beat the market” for investment advice. However, the reality is that…
Written by Roger Wohlner on February 22, 2011
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Should You Pay Your Grandchildren’s College Tuition? By Roger Wohlner To answer this question, first you have to ask yourself several more. The first question is, can you afford to pay your grandchildren’s college tuition? If not, that’s the end of the discussion. Being able…
Written by Roger Wohlner on February 15, 2011
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Planning a Tax-Deferral Strategy for your Pre- and Post-Tax Investment Accounts By Roger Wohlner Tax planning should be a key element in your overall financial planning. However, it is only one tactic, not an end unto itself. Investment decisions made for tax purposes only are…
Written by Dan Solin on January 25, 2011
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My Clients’ Top Three Investing and Retirement Fears Investors have a lot to be fearful of these days. They have legitimate concerns about the deficit, the state of the economy, and high unemployment rates. It’s not just economic abstractions. The fears have become personal. Here…
Written by Dan Solin on January 18, 2011
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Retirement Planning: So Many Choices, So Little Time Many employees have choices when it comes to retirement planning. Here are three common retirement-planning choices: A Roth 401(k) A traditional 401(k) A Roth IRA How do you decide which is best for you? Retirement Planning: Eligibility…
Written by Dan Solin on January 11, 2011
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Roll Over Your 401(k) to an IRA and Take Control of Your Retirement Planning With record unemployment rates, many employees are confronting the decision of how to handle the funds in their 401(k) plan when they leave their present employment. For most employees, the choice…
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