Author: landaasco
Retirement spending: Safe rates
Retirees often are advised to set a withdrawal rate for their investments. In a MONEY TALK VIDEO, Art Rothschild explores when to consider varying the rate. […]
Procrastinate your way to retirement ruin
By Joel Dresang The Center for Financial Literacy, at Boston College, calls procrastination “the number one barrier to making retirement more secure.” […]
Correction: Volatility has returned
By Kyle Tetting This year is off to a strong start. Continued global growth and prospects from tax reform have raised expectations for corporate earnings. At the same time, each new release of economic data suggests more of the Goldilocks growth story (not too hot, not too cold) that has underlined the past few years.…
For What It’s Worth: Ducks in a Row
By Joel Dresang I took a cue from a meme tweeted by the Internal Revenue Service. It encouraged taxpayers to prepare for the filing season by getting their “ducks in a row.” I am familiar with the expression, which means to get ready by arranging and organizing, by getting your facts straight. I wondered, though,…
Trusted contacts for your sake
Beginning Feb. 5, 2018, the Financial Industry Regulatory Authority (FINRA) is requiring member firms, including Landaas & Company, to ask clients for names and contact information of trusted, independent individuals who can be reached if concerns arise about the client. For instance, if associates have trouble reaching a client after multiple attempts or suspect that…
Retirement spending with heirs in mind
Strategies for tapping retirement accounts can vary when investors expect to leave money behind. As he explains in a MONEY TALK VIDEO, Dave Sandstrom says retirees should plan to consider the consequences their withdrawal choices might have on their beneficiaries. […]
Rebalancing: Better safe than sorry
By Joel Dresang I get it. Rebalancing was wise. Still, the process was a bit unnerving for me. And it didn’t help that I did the math. […]
Get online with Social Security
Added security is one more reason everyone who’s eligible should establish an online Social Security account. The sooner you set one up, the harder it will be for an imposter to set one up in your name or using your Social Security number. […]
Deciding which retirement accounts to tap
In a MONEY TALK VIDEO, Dave Sandstrom explains the differences among various retirement accounts. […]
How to be safer online: Email
Email has become an increasingly popular and effective tool for identity thieves and fraudsters. As part of a series of MONEY TALK VIDEOS, Jason Scuglik offers tips on how to use email with an eye on protecting your personal financial information. […]