Blog Archive

November 2009

How to Check Out your Financial Advisor

November 03, 2009

Bernie Madoff had it all. Besides stellar returns in his managed fund, posh lifestyle in New York City, and famed reputation, above all, his clients trusted him. Trust is something that comes as a result of performing smaller services well or from respected individuals. more...

Required Minimum Distributions Postponed This Year

November 17, 2009

Many seniors are discovering that a new law titled The Worker, Retiree, and Employer Recovery Act of 2008 waives the Required Minimum Distributions (RMD) for 2009. Investors who are aged 70 ½ or older are not required to withdraw money from their IRAs. more...