What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. SUCCESS IN PERSONAL FINANCES RULE: Control Your Money Most of us never had a personal finance class in high school or college nor were we taught about money by our parents. In fact, much […]
If you are on Medicare, you are facing a quickly approaching deadline and making changes could save you thousands of dollars. My partner, Kimberly Reynolds, MS, CFP® gives tips on how to research and find the best plan for you in 2018. Stewart: What is the deadline to make changes for 2018? Kimberly: Medicare open […]
What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. RULE: Lights On; Lights Off Do you remember the movie, ‘The Karate Kid’? One of the most memorable scenes was when master martial artist, Mr. Miyagi, agrees to train Daniel in the art of […]
Whether you’re a seasoned saver gearing up for retirement or a college graduate just beginning to navigate your finances, free help is on the way! The Financial Planning Association (FPA) of North Alabama and the Alabama Securities Commission, will co-host the 2017 Financial Planning Expo this coming Tuesday, October 24, at the Hoover Public Library […]
Whether you’re a seasoned saver gearing up for retirement or a college graduate just beginning to navigate your finances, free help is on the way! The Financial Planning Association (FPA) of North Alabama and the Alabama Securities Commission, will co-host the 2017 Financial Planning Expo this coming Tuesday, October 24, at the Hoover Public Library […]
Reader Question: I was unaware of the once per year rule, and in 2016 I took a partial distribution simultaneously from two different IRAs: one Traditional and one Roth. I took these distributions twice within a six-month period in 2016. Both times, I returned the funds, to the penny, within 60 days, back into the […]
The only thing worse than enduring significant damage in a hurricane is realizing that your insurance company won’t cover your claim. According to a Texas insurance group, only about 15 to 20 percent of homeowners in Houston and Corpus Christi are insured for flooding — everyone else was out of luck after Hurricane Harvey struck. […]
The Equifax cyberbreach almost seems like an old news story but I assure you, the main plot is yet to unfold. On July 29th, Equifax discovered hackers had stolen critical data of 143 million Americans. Do you think you are one of the lucky ones who was not affected? Probably not. Think about it. There […]
The Department of Housing and Urban Development (HUD) has announced its intentions to change the requirements for its reverse mortgage program — specifically, to raise premiums and tighten up the limits on loans. But such a change could have tremendous ramifications for senior citizens, and there’s not much time to plan; the proposed revisions to […]
Recently, my father passed away one week shy of his 99th birthday. Right up until his short hospital stay, he was living on his own, keeping his own yard, driving and coming into the office every day. As I reflect on my best friend, I realize just how lucky I was to have him for […]