From Money.com, April 28, 2015 By Donna Rosato Q: Can I convert the required minimum distribution from my regular IRA into a new Roth IRA account after paying the income taxes if I am not working? I want to have access to the money in case an emergency comes up. — Richard D’Arezzo, Acworth,… Read more »
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From Money.com, March 23, 2015 By Donna Rosato and Penelope Wang The number of savers with seven-figure workplace retirement plans has doubled over the past two years. Here’s how you can become one of them. The 401(k) was born in 1981 as an obscure IRS regulation that let workers set aside pretax money to supplement their pensions. More… Read more »
See the video of how Capital Management Group senior partner Donna Nadler discusses why impact investing is getting so much attention from investors and how it requires a different level of commitment than traditional philanthropy.
From Money.com, February 24, 2015 You can’t count on high investment returns forever. Take control of your future with these savings tips. It’s been a great ride. But the bull market that pumped up your 401(k) over the past six years won’t last forever. Even though the stock market is up so far this year,… Read more »
From The New York Times, January 30, 2015 Midway through the film “Still Alice,” which tracks the growing grip of Alzheimer’s on a 50-something Columbia University professor, that professor, played by Julianne Moore, stands at a lectern to address an Alzheimer’s conference. She is holding a yellow highlighter and a copy of her speech. She… Read more »
From Financial Advisor IQ, January 7, 2015 In an ideal world, professionals would always be able to tell clients exactly what they’re doing wrong with their lives. It would improve the clients’ finances and reduce the professionals’ stress. But in reality, that kind of candor would jeopardize valuable relationships. Instead, much goes unsaid, even when… Read more »
From The Wall Street Journal, December 29, 2014 For some investors, energy stocks are the best bargain of this holiday season. In the weeks leading up to Christmas, money managers scooped up energy companies. They were attracted by the sector’s steep fall in the second half of the year as the price of crude tumbled…. Read more »
From Money.com, December 17, 2014 Q: I am 72 years old and subject to mandatory IRA withdrawals. I don’t need all the money for my expenses. What should I do with the leftover money? Jay Kahn, Vienna, VA. A: You’re in a fortunate position. While there is a real retirement savings crisis for many Americans,… Read more »
From U.S. News & World Report, December 2, 2014 Heed this advice to start 2015 on the right financial footing. The month of December often whizzes by in a flurry of gift buying, cookie baking and snow shoveling. But the final month of the year is also a good time to get your finances in… Read more »