Recent Financial Articles

Make the most of your money.

The U.S. Federal Reserve and central banks around the world responded to the 2008 financial crisis by keeping key interest rates at or near zero. But as the economic recovery gains steam, there are signs that rates are on the verge of rising. Given this environment, investors may want to position their portfolios by using a defensive, yet tactical, approach that could help limit the downside while seeking to provide a decent stream of income and return potential.

Many people believe that the only options in their Individual Retirement Account (IRA) are account type and which publicly traded stocks to choose from. We all want to see our investments grow. With the turbulent market over the past decade, unfortunately, many people watched their retirement funds take the biggest hit of all.

Gold, silver, platinum, and other precious metals are beautiful on you, but they don’t make good investments, according to Maria J. Wordhouse Kuitula and Phyllis J. Veltman Wordhouse, Free Market Wealth and Stewardship Coaches. Read on for their take on the pitfalls of investing in gold. 

Rolling a 403(b) or 457 plan account into an IRA could be worth consideration for many retirees. Making a switch may provide access to greater investment flexibility, portability, and the value of professional management during retirement.

Writing a will is not as simple as it sounds. For most people, it requires important decisions on how to divide assets, who to select as an executor and beneficiaries, what to do about amounts owed by you and debts owed to you, and how to adequately provide for children, among other considerations. 

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