Month: May 2015

Did you inherit an IRA?

Inheriting an individual retirement account from someone other than your spouse can be a complicated process, and you might be tempted to procrastinate before tackling the tax rules. But knowing what you’re required to do can keep you from losing…

How to break bad financial habits

Habits are like stepping stones. If we follow a daily routine without deviation, we tend to arrive at predictable outcomes. A person who establishes a habit of routine exercise at age thirty (other things being equal) can expect a more…