Signup to receive email updates

or follow our RSS feed

Blog Archives

547 Total Posts

follow our RSS feed

Blog Banner

Plan Well, Retire Well

Saving and investing your money

Do you own your employer's stock in your 401(k)?

Unless you've been living under a rock for the last couple of weeks, you know that the stock market in the US has had huge ups and downs in response to news about companies failing, the US government bailout of FANNIE MAE and FREDDIE MAC , as well as insurer AIG. And now President Bush is pushing Congress to...

Read More >

Can you lose money invested in a Money Market Fund like Putnam?

I turned on the radio for the 12:00 news, and heard that a money market fund had closed and there was fear that other money funds would "break the buck." I figured it was time to review some basics about money market funds and money market accounts. If you have a money market account at the bank, that's not the same thing as a money market fund...

Read More >

Steering Your Financial Ship

If you are like me you are saving for long-term financial security and retirement in your employer sponsored 401(k) or 403(b). While I keep an eye on how my funds perform on a quarterly basis, I generally examine the overall performance and allocation of my investment assets once a year. The purpose of this yearly allocation analysis is to simply make sure that the way my retirement plan inve...

Read More >

Financial Wellness: What does it mean to you?

Lots in the news lately about the economy. Depending on whom you ask the economy is basically just fine OR we need to make big changes to improve our economy. How do you feel? What is your state of financial wellness? And, just what is financial wellness? The financial experts have different opinions on financial wellness. According to a review by Sohyun Joo, "...

Read More >

Investment Fraud Can Happen to Anyone

All kinds of people are victims of investment fraud. A person's income or education does not protect them from fraud. Con artists are good at fooling people – that's how they make money! But you can take a few simple steps to protect yourself. Before you invest, take time to check that both the investment and the person selling the investment are legitimate. 1. Che...

Read More >