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Are Roth IRAs Really as Great as They’re Cracked Up to Be?
Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More
By Edward F. Downey as seen at Kiplinger.com

The Investors First Podcast: Jan van Eck, VanEck: Back to School, A Lesson in Financial History Presented by CFA Society Orlando
The Investors First Podcast: Jan van Eck, VanEck: Back to School, A Lesson in Financial History Presented by CFA Society Orlando Thu, May 04, 2023 FirsTrust's CIO, Chris Cannon, co-hosts the CFA Society Orlando Investors First Podcast: Jan van Eck: Back to School, a Lesson in Financial History. Read More

Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger
Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger Fri, Apr 28, 2023 While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account. Read More

SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules
SECURE 2.0 Act Changes 401(k), IRA, Roth, Other Retirement Plan Rules Mon, Mar 20, 2023 The SECURE 2.0 Act makes major changes to retirement savings plans. Here's what you need to know. Read More
By By Kelly Taylor (as seen on Kiplinger.com)

How to Find a Financial Adviser
How to Find a Financial Adviser Wed, Jan 04, 2023 ......And while we’re on the topic of ethics: Fiduciaries are required by law to put your interests before their own.. In addition to that, a subset of fiduciary firms are fee-only, which means they don’t sell any products or services beyond their r... Read More
By as seen at Kiplinger.com

The Best and Worst Ways To Spend Your Year-End Bonus
The Best and Worst Ways To Spend Your Year-End Bonus Tue, Dec 06, 2022 Good news for employees: Even though 2020 and 2021 have been distinctly different from years past, full of economic strife due to the global pandemic, more employers are opting to give year-end bonuses. So if you're one of the fortunate workers who's... Read More
By Cynthia Measom in Yahoo Finance

‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference
‘Fee based’ vs. ‘fee only’ financial planners: There’s a big difference Wed, Nov 09, 2022 .....Such advisors often call themselves “fee based,” hoping you’ll confuse them with “fee only” planners. Fee-only planners are compensated only by the fees you pay; they don’t accept commissions or other compensation that could influence their advi... Read More
By Liz Weston in LA Times

How to Pick a Financial Advisor
How to Pick a Financial Advisor Wed, Nov 09, 2022 This guide decodes the wide variety of certifications and services—along with a checklist of what to ask before you choose Read More
By Bernice Napach in WSJ

How to Find a Fee-only Financial Advisor – And Why it Matters
How to Find a Fee-only Financial Advisor – And Why it Matters Tue, Sep 13, 2022 ....I recommend that you limit your search to fee-only financial advisors. They are more likely to put your financial interests ahead of their own since they don’t earn commissions from selling you products and services.... Read More
By Kevin Mercadanta

How to Choose a Financial Advisor That's Right for You
How to Choose a Financial Advisor That's Right for You Fri, Jun 10, 2022 .....Many professional associations have large directories. For example, the National Association for Personal Financial Advisors lists fee-only, fiduciary planners.... Read More
By Rachel Lynn CBS News Money Watch

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