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February 1, 2012
In February, resolve to spend a few hours organizing your personal files and documents. There are several personal financial records you should keep indefinitely. These include property records (home purchase, significant improvements), pension records, and retirement distribution records. Save copies of any applications or documents where you have designated a beneficiary on your account … Read More: February: 12 Financial Planning Steps for 12 months in 2012 January 25, 2012
Stories abound about the fireman who retires at age 45 with a six-figure pension, or the city manager who leaves after just five years’ service with full salary and health coverage for life. What doesn’t make headlines, however, is the growing number of public sector employees who have seen their retirement benefits erode in … Read More: The Growing Public Sector Pension Gap January 18, 2012
The New Year is always a good time to think about your financial goals and objectives for the year ahead and beyond. But don’t feel as though you have to do everything at once. Instead of the annual ritual of overdoing New Year’s resolutions and making grandiose plans (then backsliding or giving up after a … Read More: Monthly Financial Planning Resolutions December 27, 2011
During the last decade, online banking has become one of the fastest growing Internet activities. Online banks, also called virtual or direct banks, have no physical network of branches. Proponents say the resulting lower cost structure allows online banks to offer reduced fees and more competitive rates. Online bank customers can bank 24 hours a day, … Read More: Exploring Alternatives to Traditional Banking October 19, 2011
With thousands of mutual funds to choose from, selecting the funds appropriate for your needs can be a challenge. Before you begin making investment selections, you should review your situation. What is your investment goal? How long do you plan to keep your money invested? How comfortable are you with changes in the value … Read More: Mutual Fund Investing: Know the Costs |
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