Fiduciary Responsibilities of Trustees Managing Trusts with Investments
Question: I’m the trustee on my parent’s trust. Parts of the trust’s assets are held in the stock market. With...
June 24, 2011
Financial Planning, Retirement Planning
Financial Planning, Retirement Planning
How Much Money / Income do I Need in Order to Retire?
The key to retirement is “cash flow.” If at all possible, you want enough monthly “cash flow” to exceed your...
June 22, 2011
Investments, Short QA
Investments, Short QA
Are 401(k)’s Really a Good Investment?
"Twice in the last decade I have watched my 401(k) lose almost one-half of its value. That doesn’t sound like...
June 21, 2011
Investments, Short QA
Investments, Short QA
Quick Advice on Dividend Paying Stocks for People Starting to Plan for Retirement
Many of the companies that you want to own have Dividend Reinvestment Plans (DRIPs) in which you can accumulate shares...
June 5, 2011
Investments
Investments
Beware: Higher Yielding Investments Can Have Higher Risks
Interest rates on bank CDs and money market funds have been at historic lows over the last several years. Sure,...
June 5, 2011
Investments, Short QA
Investments, Short QA
Doing Due Diligence on Stockbrokers Before Investing is Always Prudent
Question: A stockbroker has solicited me to open a brokerage account with him. He seems like an honest person who...