Article July 31, 2017 Take a Keen Interest When Rates Rise Interest rates generally refer to the Federal Reserve’s funds rate — the cost that banks… Renata Coimbra
Article July 31, 2017 4 Considerations When Attempting to Make Your Savings Last Like most investors, you may be concerned about outliving your money. To sustain your savings… Renata Coimbra
Calculator July 31, 2017 Calculator: How Much do I Need to Save to Reach My Goal? What are you saving for? A computer, car, boat, summer home, down payment? Use this… Renata Coimbra
Article July 31, 2017 5 Guidelines to Use When Selecting Funds for Your 401(k) Plan When you participate in a 401(k) plan at work, or a 457 or 403(b) plan… Renata Coimbra
Article July 30, 2017 Back to the Future What will work and life look like 30 years from now? Thirty years ago,… Renata Coimbra
Article July 27, 2017 Can I roll my traditional 401(k) account balance over to a Roth IRA? Yes, you can make a direct or 60-day rollover from a 401(k) plan to a… ataylor@pm
Article July 20, 2017 What is a rollover IRA, and do I need one? Generally, the term "rollover IRA" refers to an IRA that you establish to receive funds… ataylor@pm
Webinar July 17, 2017 [WEBINAR] Social Security: Securing Your Retirement According to the June 2017 Social Security Fact Sheet, among elderly Social Security beneficiaries, 48%… Renata Coimbra
Article July 15, 2017 Future of the Federal Estate Tax While no one can predict the future, the possibility of tax reform is once again… ataylor@pm
Article July 10, 2017 The Health-Wealth Connection It's a vicious cycle: Money is one of the greatest causes of stress, prolonged stress… ataylor@pm