Articles

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. […]

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…

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,…

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…

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. […]

By Joel Dresang Reports call elder financial abuse “the crime of the 21st century.” Like most personal financial crimes, these can be prevented through common sense and vigilance. […]