Investing & Retiring

Guide

Changing Your Mind On Social Security Benefits

You Have a Year to Reconsider Social Security Decisions

You've just become eligible for Social Security benefits. Are you going to apply for them now, wait until your full retirement age, or delay...

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Social Security Investing & Retiring Retirement

Guide

5 Steps To Be Your Own Mogul – Part 1

Why Managing Your Personal Finances Is No Different Than Running a Small Business

Written by John Buzzard
Industry Fraud Specialist in Rancho Cucamonga, CA

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Credit Rating Cash Borrowing Investing & Retiring

Q&A

Asked by an anonymous user

Why do you think Boomers aren't saving enough for retirement?

Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA

This country has made a revolutionary shift from pensions to a self-service retirement model (401Ks, IRAs, etc). The average baby boomer has not yet fully adjusted to...

401(k) Financial Planning Investing & Retiring Retirement IRA

Q&A

Asked by Erin

Determining capital gains

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Answers 1

Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI

Erin, Here is a simple way to do this. After you sell your stocks you will know the selling price. Your Capital Gains is equal to the difference between the Selling...

Investing & Retiring Taxes Stocks

Guide

How Checks Affect Your Credit Score

Check Your Credit Score

Can your checking account affect your credit score? It's possible, but only in certain circumstances that you should avoid. Your credit s...

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Credit Rating Checking & Savings Accounts Borrowing Investing & Retiring

Guide

5 Steps To Be Your Own Mogul – Part 2

Why Managing Your Personal Finances Is No Different Than Running a Small Business

Written by John Buzzard
Industry Fraud Specialist in Rancho Cucamonga, CA

Upvote 0

Credit Rating Cash Borrowing Investing & Retiring

Q&A

Asked by victor piediscalzo

I am 51 years old and have nothing for retirement. I put 100.00 a week in my savings and have about $10k now. What can i do for more interest?

Answered by Tracy Scott Burke
CFP®, ChFC® in Harrisburg, PA

Victor, Thanks for your question. Some type of a tax-deferred retirement account would likely be best in your situation in lieu of bank savings. If you have acces...

401(k) Bonds Investing & Retiring Retirement Taxes Mutual Funds IRA Stocks

Q&A

Asked by Katie

IRA or Roth IRA?

Upvote 5
Answers 2

Answered by Michael Hoffman PRO+
RFC, CLU, ChFC in Grass Valley, CA

Katie, Conversion from a traditional IRA to a Roth IRA is beneficial when the amount you are converting allows you to stay in the same tax bracket and you have time...

Investing & Retiring Taxes IRA

Guide