Finance Blog
Investment Strategy for When You Max Out Your 401(k)
Written by Jeff Rose on June 12, 2012
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If you are searching for guidance after maxing out your 401(k), that means you are doing some wise investing. Once you have contributed the annual maximum amount of $17,000 ($22,500 for people 50 and older), you may be looking for alternative ways to make the…
Saving for College with Savings Bonds: Smart or Silly?
Written by Ilyce Glink on June 5, 2012
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Worried about saving for college? As high school seniors around the country graduate and begin moving on, it may be a good time for them to cash in some of those savings bonds that friends and family members have been giving them over the years….
Investing Tips: When to Talk to a Financial Planner
Written by Jeff Rose on May 15, 2012
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A financial planner is your partner in all steps of your financial planning, offering you investing tips and advice on a variety of money topics and retirement goals. If you need any kind of financial assistance, then the time to consult with an advisor is…
Retirement Advice: Setting up Joint Accounts
Written by Jeff Rose on May 8, 2012
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Investing is one of the most efficient ways to save for retirement; Social Security benefits are not enough to cover all of your living expenses, especially when you consider inflation. People most often seek retirement advice about whether they and their spouse should share a…
Preparing for the Worst: Evaluating Your Emergency Fund and Cash Savings
Written by Jeff Rose on April 17, 2012
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Preparing for an emergency is an important part of financial planning and of your retirement strategy. One financial or medical emergency can wipe out years of hard work and retirement planning and retirement savings without an emergency fund in place to take care of expenses….
Retirement Strategy: Maximizing Your Employer Match
Written by Jeff Rose on April 10, 2012
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I recently read a report suggesting that if you are not saving at least 10 percent of your gross income, then your chances of outliving your nest egg in retirement are great—very great. What does this mean for your retirement strategy? When your employer offers…
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