Financial Advice Blog - Page 3

5 Tips to Prepare for Disruption in Federal Pay

by User    |  San Antonio, TX  |  02-06-2014

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We all hope it doesn't happen again but just in case it does, here are 5 tips to help you weather the financial storm.

What I’m Doing With My Tax Refund

by User    |  San Antonio, TX  |  02-03-2014

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It's contrary to the conventional financial planning wisdom I’ve championed for years: “Don’t give Uncle Sam an interest-free loan.” But the fact is, for no good reason other than I didn’t get around to fixing it, we had too much tax withheld last year and now we’re due a robust refund. So to try to make the best of my little mistake, here's what we plan to do with the money we're getting back.

Don't Cut Corners During a Military Divorce

by User    |  Retired, Army  |  San Antonio, TX  |  01-28-2014

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Paying to get the right advice and counsel during a divorce can save headaches and money over the long haul.

Don’t Buy It: Mutual Fund Sales Charges

by User    |  San Antonio, TX  |  01-20-2014

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“Do you get better mutual funds when you pay sales charges?” It’s a great question that I’ve fielded many, many times throughout 20-plus years in the financial planning business. But it’s also a question for which I fear objective, truthful answers are hard to come by. So I’m going to fix that.

Target Retirement Date Funds: Look Beyond the Date

by User    |  Retired, Army  |  San Antonio, TX  |  01-14-2014

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Thinking about using a target retirement date fund? If so, there’s still a lot to understand even when using these purported “turn-key retirement solutions.”

Recession Repair: 6 Steps to Get Your Retirement Back on Track

by User    |  San Antonio, TX  |  01-06-2014

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Despite officially ending in mid-2009, our country’s most recent financial fiasco left countless retirement plans in ruins. Many ran up debt, stopped saving, used their savings and investments, or in a panic, pulled their retirement investments from the markets. Sound familiar? Here are my six steps to get your retirement back on track.