Providing personalized investment services to those intent on enjoying a secure retirement.

Archive for January, 2014

How much can I contribute to my IRA in 2014?

How much can I contribute to my IRA in 2014?

The amount you can contribute to your traditional or Roth IRA remains $5,500 for 2014, $6,500 if you’re 50 or older. You can contribute to an IRA in addition to an employer-sponsored retirement plan like a 401(k). But if you (or your spouse) participate in an employer-sponsored plan, the amount of traditional IRA contributions you […]

Continue Reading »

Are you ready to retire?

By on January 31, 2014 in Newsletter Articles with 0 Comments
Are you ready to retire?

Here are some questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It’s obvious, but the earlier you retire, the less time you’ll have to save, and the more years you’ll be living off of your retirement savings. The average American can expect to live […]

Continue Reading »

Think Outside the Shoe Box When Organizing Financial Records

By on January 31, 2014 in Newsletter Articles with 0 Comments
Think Outside the Shoe Box When Organizing Financial Records

If you’ve ever had trouble finding an important financial document, you know why it’s necessary to keep your financial records organized. Less clutter means less stress, and though you’ll need to commit a bit of time up front to organize your files, you can save time and money over the long term when you can […]

Continue Reading »

Filing Your 2013 Federal Income Tax Return

By on January 31, 2014 in Newsletter Articles with 0 Comments
Filing Your 2013 Federal Income Tax Return

For most people, the due date for filing a 2013 federal income tax return is April 15, 2014. Here are a few things to keep in mind this filing season.

Continue Reading »

The Frugal Habits of Millionaires

By on January 31, 2014 in Newsletter Articles with 0 Comments
The Frugal Habits of Millionaires

The word “millionaire” typically conjures up images of a lavish, jet-setting lifestyle, but behind the scenes, that may not always be the case. Like Warren Buffett, who famously still lives in the relatively modest house in Omaha, Nebraska, that he bought in 1958 for $31,500, many millionaires (and billionaires) live a modest, if not downright […]

Continue Reading »

MARKET WEEK: JANUARY 27, 2014

By on January 28, 2014 in Market Week with 0 Comments

The Markets A double whammy helped trigger a selloff in equities last week. Weaker-than-expected manufacturing data from China helped fuel concerns about the global impact of potential additional Fed tightening next week and a stronger U.S. dollar. Some lackluster earnings reports didn’t help, though profit-taking in the wake of last year’s strong rally also could […]

Continue Reading »

January 25, 2014 – College Planning and the FAFSA form

By on January 25, 2014 in Radio Show

Chris is joined this week by frequent co-hosts Mike Burton of Slade Mortgage and Family Law Attorney Susan Huettner. They discuss market conditions, changes in the child support laws, and divorce and college financing. Their discussion dovetails nicely into the second hour conversation with Martha Savery of the Massachusetts Educational Financing Authority (MEFA). Martha discusses […]

Continue Reading »

MARKET WEEK: JANUARY 21, 2014

By on January 21, 2014 in Market Week with 0 Comments

The Markets Domestic indices were mixed last week. The Nasdaq and Russell 2000 ended with slight gains, the Dow was basically flat, and the S&P 500 wound up with a slight loss after briefly returning to the level at which it started the year. The benchmark 10-year Treasury yield also saw a little dip.

Continue Reading »

January 18, 2014 – Market news, Mortgage update

By on January 21, 2014 in Radio Show

Chris talks about the FPA Board retreat and some recent client issues regarding RMD’s and savings for kids. Mike Burton gives the Mortgage Minute and Herb Montgomery talks to Chris about market news in the second hour. What’s the outlook for equities, fixed income, commodities, and income oriented investments? Find out on this week’s “Something […]

Continue Reading »

Savvy Women and Money- Running Edition

By on January 17, 2014 in Featured, Savvy Women & Money with 0 Comments

Running a 5K was a goal on my bucket list. There was just one problem: I was not a runner. I couldn’t run from my front door to my mailbox. I tried a “Couch to 5K” program that I found online. It was hard. And boring. And I had loads of excuses why I couldn’t […]

Continue Reading »

Top