Pension and De-Risking

Pension Plans & De-risking

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? Provided by Stan Evans, CFP A new term has made its way into today’s financial jargon: de-risking.…

May 22, 2019

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IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. Provided by Stan Evans, CFP An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions …

April 17, 2019

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all seasons

Earnings for All Seasons

What is it and why is it important? Provided by Stan Evans, CFP While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can mov…

April 3, 2019

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emergency fund

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Stan Evans, CFP Have you ever had one of those months? The water heater stops heating, the dishwasher st…

March 20, 2019

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prepared to retire

Is America Prepared to Retire?

A look at some ways to get ready. Provided by Stan Evans, CFP Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spo…

March 6, 2019

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Strategic vs. Tactical Investing

How do these investment approaches differ?  Provided by Stan Evans, CFP   Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that bo…

February 20, 2019

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bad money habits

Bad Money Habits to Break

Behaviors worth changing.  Provided by Stan Evans, CFP   Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If yo…

February 6, 2019

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hsa plans

A Look at HSAs

Health Savings Accounts may provide you with remarkable tax advantages.  Provided by Stan Evans, CFP   Why do higher-income households inquire about Health Savings Accounts? They have heard about wh…

January 23, 2019

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