Rebalance Your Portfolio
You should rebalance your portfolio at least once a year. But what do I mean by rebalancing? I mean that you should […]
Category: From Rob
Claiming Social Security Early, at Full Retirement and Later
Did you know that in 1983, Congress was concerned with the cost of Social Security? Back then, Congress passed a law which […]
Expense Ratios: What are they and how do they affect my investment?
In order to invest in many different companies with one investment, people can buy mutual funds or exchange traded funds (ETF’s). These […]
Have you ever reviewed your W-4?
When was the last time you looked at your W-4? Your W-4 is the document that you file with your Human Resources […]
Understanding the Price to Earnings Ratio
With the market at record highs, there is concern that the market is overvalued. If the market was a bubble in 2007, […]
Check your withholding
Effective for 2013 (this year), the IRS increased the maximum amount of money that can be set aside in retirement accounts. If […]
Keep up with tax law changes
At the beginning of the year, there were a lot of changes to our tax laws. It is always a good idea […]
Frontline’s “The Retirement Gamble”
There was a good piece on PBS’s Frontline Show last night. It discussed how ill prepared Americans are for retirement as well […]
Even with ETF’s, You still need an Advisor
I was reading this good interview with Jack Brennan who worked as CEO for Vanguard from 1996 to 2008. Traditionally, it has […]
How does your 401k stack up?
Pension plans are on the way out. The 401k plan has become the default retirement vehicle for the majority of American workers. But […]