Personal Finance Advice and Commentary

Thursday, October 22, 2015 3:42 pm
By Jennie L. Phipps ·

Hit the limit for a more prosperous retirement.

Tuesday, August 18, 2015 6:05 am
By Dr. Don Taylor ·

A fiduciary has to put his or her client’s interests first when it comes to providing investment advice. Employers providing 401(k) plans have had a fiduciary responsibility to the plan participants.

Tuesday, August 11, 2015 5:20 pm
By Dr. Don Taylor ·

According to Vanguard, 27% of participants in voluntary enrollment plans contributed below the level required to receive the full employer matching contribution in 2012.

Monday, June 08, 2015 12:38 pm
By Jennie L. Phipps ·

Lots of people sign up for a 401(k), then forget about it. But for best results, take a look regularly.

Monday, February 23, 2015 7:00 am
By Dr. Don Taylor ·

The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.

Thursday, June 19, 2014 4:03 pm
By Jennie L. Phipps ·

Here are four things to consider before you borrow from your retirement savings.

Thursday, May 22, 2014 5:08 pm
By Dr. Don Taylor ·

Investors can improve their after-tax investment returns by managing their tax exposure.

Tuesday, December 31, 2013 6:05 am
By Dr. Don Taylor ·

Here are some emergency savings tips to make sure you’re covered on a rainy day.

Thursday, November 29, 2012 1:53 pm
By Kemberley Washington ·

Now is a great time to make tax-saving moves to boost your tax refund.

Friday, November 23, 2012 6:05 am
By Barbara Whelehan ·

Many people don’t realize that state and local workers in certain states don’t contribute to Social Security.

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