Q&A Time: DNP Select Income Fund, Inc. and Bond Funds
The “Money Talks” hosts discuss an investment in DNP Select Income Fund, and address a question on when bond funds are appropriate investments.
Pension Maximization
Bil Lako, CFP® highlights a financial strategy to help maximize retirement benefits while providing for your spouse.
Saving for College and Retirement
You can borrow money for your children’s college education, but you cannot borrow money for your own retirement. We explain how to find balance in this Marietta Daily Journal Blog post. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The contents are intended for general information…
Withdrawals from Traditional IRAs
In these challenging economic times, you may be considering taking a withdrawal from your traditional IRA. While you’re allowed to withdraw funds from your IRAs at any time, for any reason, the question is, should you? Learn more in this Financial Tip.
Asset Allocation: Projecting a Glide Path
You could spend as long tapping your nest egg as you’ve spent creating it, so your asset allocation strategy is important. Read more in this week’s Financial Tip.
I'm Getting Remarried. How Will this Affect My Social Security Benefits?
A blushing bride at 60—afterall, 60 is the new 30! With a new marriage, your Social Security benefits may change. Learn more in this week’s Financial Tip.
Can I Convert My Traditional IRA to a Roth IRA in 2012?
Between market dips and possibly higher taxes next year, 2012 might be a good time to convert an IRA to a Roth IRA. Learn why in this Financial Tip.
Considering an Offer to Retire Early: Should You Take It?
An early retirement? Sure…but before you accept your company’s offer, understand the financial impact of your decisions. Learn more in this week’s Financial Tip.
Interpretation of Fee Disclosure Rules May Greatly Affect Plan Brokerage Windows
Wes Hackney, CFP®, joins “Money Talks” to discuss the Department of Labor’s recent comments on some 401(k) plans’ self-directed brokerage windows.
Busting Retirement Myths
The “Money Talks” hosts address some common retirement myths and determine if there is any truth behind them.