Retirement Planning and Wealth Management Blog Posts

Distributions from Mutual Funds

Distributions from Mutual Funds

Watch Your December Statements. This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern. Many mutual funds in December pay shareholders capital gains distributions that they have...

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Traditional Vs. Roth IRA

Traditional Vs. Roth IRA

Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act in 1997, are owned by nearly 22.5 million...

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Managing Money as a Couple

Managing Money as a Couple

What are the keys to prepare to grow wealthy together? When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some...

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