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The pros and cons of CD investing Thumbnail

The pros and cons of CD investing

“One might ask — why would you lock up your money for a year to get the same interest rate (1.5 percent) that you can get in an online savings account?” asks Gordon Achtermann, founder of Your Best Path Financial Planning in Annandale, Virginia. “The only answer that makes sense to me is..."

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AARP Magazine Quotation Thumbnail

AARP Magazine Quotation

Don't invest based on how you think the election will turn out, or how it eventually does... On the night Donald Trump was elected, the Dow Jones Industrial Average [futures] signaled an impending 900-point drop, but actually rose 257 points the next day.

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Should you convert to a Roth IRA? Thumbnail

Should you convert to a Roth IRA?

"If you’re a high earner or invest in a traditional IRA, you might be planning to convert your account to a Roth for some tax savings and easy access to your contributions, depending on your circumstances. When to convert, though, is a question with a million different considerations."

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6 Kinds of FInancial Planners Thumbnail

6 Kinds of FInancial Planners

"In Vanguard’s analysis, advisors’ alphas more than pay for their collective fees. I agree with Vanguard’s conclusion, but I think that for most people the next category offers a better buy. 4. The Hourly Planner."

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10 Easy End of Year Tax Tips to Increase Your Tax Refund

You may find this article useful as you begin to get ready for the end of the year. It’s from Intuit, the makers of Turbo Tax, which I have used ever since I graduated from the Form 1040A to the full 1040 back around 1990. Their site has many more tips in short lists and is a good resource for basic tax questions.

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