New Act

What Expenses You Can Eliminate in Retirement

By: Jen Smith Are you about to retire and worried about how you will manage expenses during your golden years? You’ll be happy to know your income might reduce after retirement! Today’s post is a guest post from Good Nelly at My Way of Viewing. We talk a lot about...

Roth IRA Conversions: The Time Is Now

By: Daniel G. Mazzola Early estimates peg the cost of the CARES Act, the package providing economic relief to Americans impacted by the COVID-19 pandemic, at $2 trillion.  The government has run itself into an immense debt to give its citizens assistance, and the...

The Power of Human Capital

By: Daniel G. Mazzola A week ago I found myself badly in need of a haircut.  Unwilling to drive to Georgia, I enlisted the aid of a friend whose experience in cutting hair was limited to styling her own.  I was nervous but desperate times call for desperate measures....

Retirement Contributions and College

by Ann GarciaPerhaps the most frequently asked question we get is how to balance saving for retirement and college. And I can’t answer that in a blog post because the right way to balance depends on your specific circumstances. We have told clients to pause retirement...

Women & Retirement: Don’t Wait, Start Saving Today

Poor and alone isn’t the retirement any of us dream about. And the following statistics conjure up some very scary images:(Sources: Dee Lee’s Everywoman’s Money: Financial Freedom; Social Security Administration.)More than 50% of all marriages fail.After a divorce,...

Playing It Safe Is Not So Safe After All

by Stacy Francis, CFP®, CDFAA recent study found that Americans put a smaller portion of their savings in stock market investments than people from some other countries.We think we're playing it safe by keeping the bulk of our money in cash instruments like...

Do You Know Where Your Investments Are?

by Stacy Francis, CFP®, CDFAA survey of those who own mutual funds found about 40 per cent didn't know the names of the funds they bought. Even if you are a pro when it comes to rattling off the latest mutual fund you purchased, you still may not have a clue about the...