by Jeff Iannone | Feb 15, 2015
Thank you to my friend Randy Gipson who sent me this article from Forbes, Inc. I am reposting this as I think it provides excellent insight into the real costs of using funds versus utilizing individual stocks and bonds and it illustrates some of the many reasons we...
by Jeff Iannone | Jan 14, 2015
Over the past several weeks the price of a barrel of oil has dropped from approximately $100 per barrel to closer to $50 per barrel. On the surface this seems like a tremendous economic benefit. Gas prices have been cut significantly from $3.50 or so to around $1.90...
by Jeff Iannone | Dec 20, 2014
A retirement nest egg may make you feel like you’ve locked down your financial future, but don’t get too comfortable. Getting hit with a liability lawsuit in your retirement years could turn your life upside down.While your insurance may cover some damages...
by Jeff Iannone | Dec 1, 2014
Roth IRA accounts are a big part of new guidance from the IRS on long-term retirement savings. A new rule allows for the after-tax portion of 401(k) plans to be separated from the pre-tax portion and moved into a Roth IRA, resulting in tax-free growth from then on for...
by Jeff Iannone | Nov 20, 2014
Some parents assume that if they position their assets creatively, they can strengthen their child’s chances of receiving financial aid. But in most cases, this isn’t financially smart or necessary. Some assets will matter, but not as much as you might assume; schools...
by Jeff Iannone | Oct 1, 2014
The Internal Revenue Service has just announced the cost-of-living adjustments and other dollar limitations for retirement plans that take effect January 1, 2015.Maximum Defined Contribution Plan Annual Addition$53,000 – increase of $1,000 from 2014.Effective...
