With a dose of humor and a lot of common sense, Charles addresses the topics of Long-Term Care solutions, investing, financial planning, 401(k)s, Roth IRAs, retirement planning, taxes, and more.
Is it a good idea to have your investments, taxes, and estate planning managed by the same firm? At first glance, the convenience of having all your financial needs handled under one roof seems appealing. Who wouldn't want a one-stop shop for all their financial services?
This week, we’re answering a question from one of our listeners, Patrick. He wonders whether he should consolidate his two old 401(k) accounts into his current employer's 401(k) or roll them over into an individual IRA.
Charles frequently receives financial planning questions via email. This week, he addresses Mary's concern about her portfolio, which dropped significantly earlier this year, recovered somewhat, but is still down from its peak. Relying entirely on this money for income, Mary is considering starting Social Security earlier than planned.
Do you know about your family financing? Here are 6 questions to test your knowledge. If you have questions or want to know more about your family finances check out our blog.
Part 3 in our quiz series. See how much you know about your retirement plans and IRA. You might be surprised what you should know.
Part of a new series of quizzes. Test your retirement income knowledge. Find out what you know well, and things you want to learn more about.
Find out who took the Financial Literacy quiz. You might be surprised at how little people know.
Understand the basics of a Roth 401(k) plan and how it can benefit you. Learn how you can take advantage of the 401(k) plan your employer has.
There is a significant advantage of having a Roth IRA that you might not be aware of. This is how a Roth IRA can help you save money.
Have you ever wondered what's the difference between an investment advisor and a broker? They are not just different names for the same thing! Learn more about this, and all things financial at our website.