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Tag Archives: Wealth Management

Risks of borrowing from 401(k)s (access required)

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More employees are tapping into their 401(k) accounts to pay for medical bills, mortgages and credit card debt. Yet, as Americans’ retirement lives lengthen, they are becoming no less expensive, causing industry experts to worry about a potential new class ...

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Investment truths produce long-term success (access required)

The last five years have sent stocks on a wild ride. First, the October 2007 to March 2009 Great Recession and bear market drove stocks down 50 percent, then the bull market boosted stocks up over 100 percent in under ...

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Rolling 401(k) into an IRA makes sense (access required)

I recently met a married couple of university professors who were interested in improving their investment portfolios and getting a sound financial plan in place. The couple, both in their early 60s, thought their ability to work with a brokerage ...

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Retirement planning: Big traps for small law firms (access required)

Many lawyers at small firm are intimidated by the prospect of planning for retirement. Because establishing a retirement plan for your firm can be a daunting task, here are some tips and traps from a few experts: Not so fast ...

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Sometimes financial planning can be premature (access required)

You’ve heard stories about how the lack of financial and estate planning can force families to sell their homes and family heirlooms to pay estate taxes at the death of a loved one. Many of us are aware of basic ...

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