General Finance Question – Roth IRA & Debt

Posted on August 21, 2013

Q: Is it a good idea to cash in my Roth IRA worth $12000 to pay off a credit card… Read More

General Finance Question – Cash On Hand

Posted on March 4, 2013April 24, 2019

  Q: My family of 4 keeps 100K in cash, has 100K in mutual funds (small, mid, global & bond), 10K… Read More

Retirement Planning Question – 401k Fees

Posted on September 20, 2012

Q: My 401k administrator has finally sent their fees. I am 100% into Vanguard’s S&P 500 index. The charges are… Read More

Financial Planning Question – ETFs

Posted on June 11, 2012

  Q: Can I ask your opinion of the Guggenheim ABC High Dividend ETF (ABCS)? A: We do not use… Read More