Personal Finance Advice and Commentary

Tuesday, August 30, 2016 2:44 pm
By Kay Bell ·

If you miss the 60-day retirement plan rollover deadline, a new IRS ruling could save you from taxes plus the 10% penalty usually assessed in these cases.

Tuesday, January 05, 2016 10:30 am
By Dr. Don Taylor ·

The 1st day of market trading in the new year saw a market sell-off that was the worst 1st day of trading since 2008.

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.

Tuesday, April 21, 2015 3:59 pm
By Dr. Don Taylor ·

The temptation to retire early has to be vetted with a thorough financial plan that considers the expected and unexpected retirement income needs of the retiree.

Monday, March 02, 2015 12:00 pm
By Dr. Don Taylor ·

President Obama announced in late February that a Department of Labor rule requiring investment professionals to adhere to a fiduciary standard when advising retirement plan participants is being submitted for review by the Office of Management and Budget.

Thursday, November 01, 2012 11:44 am
By Kemberley Washington ·

Contributing to your 401(k) is essential at any age.

Wednesday, October 31, 2012 7:05 am
By Jeff Fruhwirth ·

A trick to start and stick to saving monthly is to sign up for an automatic savings program.

Tuesday, July 13, 2010 2:06 pm
By Jennie L. Phipps ·

Before you turn over your retirement savings to an investment adviser, hammer out a retirement plan that confirms the kinds of investments you are interested in making and the level of risk you are willing to take. Fort Lauderdale, Fla., securities fraud attorney Mark A. Tepper has made a career out of representing people who