Monthly Archives: June 2015

10 Steps to Becoming a Successful Investor


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10 Steps to Becoming a Successful Investor Action Alerts PLUS: Jim Cramer & Jack Mohr from Katie Miller on Vimeo. Start Your 14 Day FREE Trial to Action Alerts PLUS Today & Get Email Alerts For Every Buy Or Sell Cramer Makes, Trade Along with Jim Cramer Now. 1. Pay Yourself First – Invest regularly…read more »

Mistakes to Avoid When Taking Social Security


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Mistakes to Avoid When Taking Social Security It seems recently that every other article I read is concerning Social Security benefits, when to take them and what options are available. The problem arises when seeking help directly from the Social Security Administration; simply put a majority of Social Security workers are not adequately trained on…read more »

Avoiding IRA Rollover Problems


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Avoiding IRA Rollover Problems With the exception of Roth IRA conversions which are exempt from the once per year IRA Rollover rule, a taxpayer needs to be careful and follow the new IRS rules set in motion recently pertaining to rollovers. There are two ways to move IRA money to another IRA that being directly…read more »

Estate Planning – Using Trusts


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Estate Planning – using Trusts In addition to having a Will, depending on your financial situation you might want to consider using trusts in your estate planning strategies. There are numerous types of “trusts” which can range from quite simple to very complex and hard to implement. Number one rule if the trust is to…read more »