Have a Plan, Not Just a Stock Portfolio

Diversification still matters. One day, this bull market will end. Provided by Dywane A. Hall, MA, RFC, CRPC, AIF   In the first quarter of 2017, the bull market seemed unstoppable. The Dow Jones Industrial Average soared past 20,000 and closed at all-time highs on 12 consecutive trading days. The Nasdaq Composite gained almost 10% … [Read more…]

The 60-Day IRA Rollover Rule

Will it apply to your retirement savings distribution? Provided by Dywane A. Hall, MA, RFC, CRPC, AIF   If you receive a distribution from your IRA or workplace retirement plan, what will you do with it? You will probably want to consider arranging an IRA rollover – a common and useful financial move designed to … [Read more…]

Using an IRA Trust

What is it? What kind of benefit could it provide? Provided by Dywane A. Hall, MA, RFC, CRPC, AIF   Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple … [Read more…]

Managing Money Well as a Couple

What are the keys in planning to grow wealthy together? Provided by Dywane A. Hall, MA, RFC, CRPC, AIF   When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money may change as well. To succeed as a couple, you may also have … [Read more…]