A look at some popular & obscure options for receiving money with little or no tax. Provided by M. Kathryn Clark, AIF®   Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than others. Qualified distributions from Roth accounts are tax-free. If you own a Roth IRA or have a Roth retirement account at work, you

Read more

Provided by Kate Clark, Accredited Investment Fiduciary What can you do to start building wealth before age 35? You know time is your friend and that the earlier you begin saving and investing for the future, the better your financial prospects may become. So what steps should you take? Reduce your debt. You probably have some student loan debt to pay off. According to the Institute for College Access and Success, which tracks college costs,

Read more

What you might do (or do differently) in the months ahead? Provided by M. Kathryn Clark, AIF   How will your money habits change in 2016? What decisions or behaviors might help your personal finances, your retirement prospects, or your net worth? Each year presents a “clean slate,” so as one year ebbs into another, it is natural to think about what you might do (or do differently) in the 12 months ahead. Financially speaking,

Read more

Key Lessons for Retirement Savers. Provided by M. Kathryn Clark, AIF   You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others you glean along the way. First & foremost, you learn to shut out much of the “noise.” News outlets take the temperature of global markets five days a week (and even on the weekends), and fundamental indicators

Read more