Personal Finance Advice and Commentary

Thursday, July 02, 2015 9:52 am
By Dr. Don Taylor ·

Consumers tend to think of investment professionals when they think of money management, but there’s more to managing your personal wealth than putting together an investment strategy aligned with your life goals and financial needs.

Thursday, May 07, 2015 10:44 am
By Jennie L. Phipps ·

Make sure politicians know that you want help planning and saving for a better retirement.

Wednesday, July 02, 2014 11:41 am
By Jennie L. Phipps ·

Retirement savers can now buy annuities in tax-deferred accounts without worrying about RMDs.

Wednesday, February 15, 2012 5:38 pm
By Jennie L. Phipps ·

President Barack Obama proposed in his fiscal 2013 budget to require employers who don’t offer employees a 401(k) retirement plan to automatically enroll them in a direct-deposit individual retirement account. Employees could opt out, but unless they did, their employers would deduct money from every paycheck to feed the IRA. Some very small employers would

Friday, May 20, 2011 2:31 pm
By Barbara Whelehan ·

By now you’ve heard that judgment day is at hand. The rapture is scheduled to unfold on Saturday, May 21. And with all the natural disasters and global political unrest we’ve had lately, it doesn’t seem so far-fetched. In preparation for this event, I have made no retirement planning changes whatsoever. In fact, I expect to