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Monthly Archives: October 2017

Will You Be Ready When the Market Cools Off?

We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they have witnessed. Have they become … Continue reading

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Protection Against Elder Financial Abuse

We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t happen to my family” or “my … Continue reading

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Posted in Family, Financial Planning, Investing, Personal Finance, Retirement, Social Security | Tagged , , , , , , | Leave a comment

Switching Jobs and Your 401(k)

Ready to quit your present job and grab an exciting offer from a top-notch company? Great! You’re all set to make a fresh start in your career. But what will you do with your old 401K account? You need to … Continue reading

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Posted in Family, Financial Planning, Investing, Lifestyle, Money, Personal Finance, Retirement | Tagged , , , , , , | Leave a comment