Retirment | My Journey to Millions

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My Journey to Millions Reallocates his 401(k) After Analyzing his Portfolio

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Last week I reviewed Morningstar’s Free X-Ray Tool using my own 401(k). I believe that most people should leave their retirement accounts alone, both in terms of invading it and asset allocation within the account. I personally take a very balanced, hands off approach to my 401(k), choosing to look at my 401(k),

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Naming a Trust as Beneficiary of an IRA

Your Retirement Egg

As the baby boomers get older, and we continue to hear the oft repeated saying,

We are about to experience the greatest transfer of wealth in history

One of my planners recently asked my opinion about a situation – his client, a concerned parent, is

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Advantages of Using a Prepaid Credit Card

There are many benefits to using a prepaid credit card. A prepaid credit, also known as a secured credit card is defined by bank rate as a credit card that, “…requires a cash collateral deposit that becomes the credit line for that account.”

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