Updates

How Financial Planners Keep Anxious Clients on Track During Volatile Times

Nov 21st, 2018
Months of stock market turbulence have meant months of rising anxiety for clients, financial planners say. As a result, some financial planners who are otherwise strong proponents of a buy-and-hold strategy are starting to make changes to the investment portfolios of some of their clients. However, financial advisors say they are not necessarily trying to … more »

Why retirees shouldn’t let stock market volatility scare them

Nov 1st, 2018
Oh, great. On top of everything else retirees or folks eyeing retirement have to be worried about, there’s something we haven’t seen in a long time: market volatility. After nearly a decade of strong gains—the S&P 500 SPX, -1.40% rose 293% between March 2009 and September’s all-time high—the broad index has tumbled 9% in the … more »

The risky IRA ‘loan’ clients ask for

Oct 29th, 2018
Clients in need of a short-term cash influx may be tempted to dip into their IRAs and repay themselves rather than seeking out a lender. Often, they’re under the impression that tapping an IRA works like taking a loan from a 401(k). The reality is much more complicated. Any money your client withdraws from an … more »

HSA or HRA?

Oct 17th, 2018
Eli Lilly employees – It’s open enrollment time. One area I urge you to pay special attention to is your health insurance election. All year long I talk to people about the value of using a Health Savings Account (HSA) for health insurance. The problem is that you only have three weeks (October 15 – … more »

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