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Retirement Planning

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2016-12-19 Personal Investment & Financial Planning - Investment Sales:

Hi. If I understand your question properly, you are wondering where the brokerage company gets the money  that is paid to an investor who sells the investment? In some ways, it depends on the type of transaction

2016-12-12 Personal Investment & Financial Planning - Ssdi:

Merry Christmas to you Joyce!    Unfortunately the increase in the COLA this year won't buy a lot of turkey for the table.    A .3 percent increase means three tenths of one percent, i.e. .003.  Not much

2016-11-28 Retirement Planning - I.R.A. due to mature:

Bob,    The reason I divorced myself from the stock market is its unpredictable nature. If I were to say variable is better, I could be leading you astray. Were I to say fixed is better, the market could

2016-11-24 Retirement Planning - I.R.A. due to mature:

Generally speaking.    Money market funds are the lowest yielding investments but they are very liquid (easily transferred).    Investments whether IRA or non-IRA are not different from each other.  The

2016-11-23 Retirement Planning - I.R.A. due to mature:

Bob,    Short term plans necessarily provide low yields. However, I have knowledge of a company in New Jersey that will pay 2.0% for a three year term and 2.4% for a five year term. If we had larger accounts


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