Latest articles by T. Eric Reich, CIMA®, CFP®, CLU®, ChFC®
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8 Times You Should Contact Your Financial Adviser
Whether you experience a job change or begin caring for aging parents, your financial adviser can help manage the impact on your financial plan.
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Where Is the Economy Heading? Velocity of Money Provides Clues
Financial adviser looks at the rate at which money is being spent in the economy for an idea of whether we’ll see a recession in 2023.
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What Happens When the Retirement Honeymoon Phase Is Over?
In the early days, all is fun and exciting, but after a while, it may seem to some like they’ve lost as much as they’ve gained. What then?
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For 529 Plans in a Bear Market, Timing Is Everything
If your child is close to college age and their college fund has taken a hit in the market, there’s one thing you should think about doing.
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Stop Being Afraid of a Down Market
investing Bear markets typically aren’t as scary as most investors fear. Really. Here’s why, and an outline of the options investors have.
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A Few Important Roth IRA Basics for Investors
IRAs Roth IRAs have a lot going for them … if you use them right. Here’s a roundup of the withdrawal rules, penalties and taxation of Roth IRAs.
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‘I Can’t Retire – I Need Health Insurance’
health insurance Health insurance is seen as a huge hurdle for early retirees, but the answer to finding affordable coverage could be simpler than you think.
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IRAs vs. 401(k)s: Exceptions to 10% Penalty for Withdrawals Under Age 59½ Differ
IRAs Before pulling money out of retirement accounts early, check the rules. The exceptions to penalties can differ depending on which type of account you’ve got.
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Don’t Name Your Estate as Your IRA Beneficiary
IRAs It may sound like it makes sense, and it might be easier than picking a person (or two) to name, however there are some serious downsides to naming your estate as the beneficiary for your IRA.
