Articles
Latest Article
How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
Read more
Past Articles
8 Steps to Improving Widowhood
“Of all the factors associated with poverty in old age, the most critical is to be a woman without a husband.” […]
For What It’s Worth: Salting Away
As part of an occasional series examining the origins of common financial expressions, we get a taste of the savory saying “salting away” as it refers to saving money for the long haul. […]
When Should I …check my beneficiaries?
Whenever you anticipate a life-changing event in your family – marriage, having a child, retirement, major illness. Ask about your beneficiaries during your annual or semi-annual investment reviews. Be aware of who’s designated as beneficiaries in each of your investment accounts – IRAs, 401(k)s, pensions, insurance and annuity contracts, bank and brokerage accounts. Be sure that…
When Should I …contribute to an IRA?
The best time to make an IRA contribution is the first business day of each year. If you make your IRA contribution at the beginning of the year, instead of April of the following year, it gives each installment an extra 15 months of additional compounding for each contribution every year. Since markets go up on average,…
When Should I …?
As our financial lives evolve, we often wonder at what point or how frequently to take certain actions toward our long-term goals. In an ongoing feature, investment advisors from Landaas & Company provide answers. Each of the responses includes links to further information. Click here to ask your own “When Should I…?” When Should I…
When Should I … expect my tax forms?
As part of an ongoing feature, we’ll answer frequently asked questions from investors on when to take certain steps toward long-term financial plans. Included here is a schedule for tax form releases from Pershing, which issues most of the tax forms for Landaas & Company. […]