Financial Mistakes People Make at Different Ages

By Mark Fissel
Posted on August 3rd, 2015

There’s a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life […]

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What is the Roth IRA five-year rule?

By Mark Fissel
Posted on July 1st, 2015

Actually, there are two five-year rules you need to know about. The first five-year rule determines when you can begin receiving tax-free qualified distributions from […]

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Avoiding Probate: Is It Worth It?

By Mark Fissel
Posted on May 5th, 2015

When you die, your estate goes through a process that manages, settles, and distributes your property according to the terms of your will. This process […]

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How Does Divorce Affect Social Security Retirement Benefits?

By Mark Fissel
Posted on May 5th, 2015

One of the challenges of planning for retirement is that an unexpected event, like divorce, can dramatically change your retirement income needs. If you were […]

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Self-Directed IRAs

By Mark Fissel
Posted on May 5th, 2015

A self-directed IRA isn’t a different type of IRA. Rather, the term refers to any individual retirement account (traditional or Roth) that allows you to […]

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Economic Perspective – April 2015

By Mark Fissel
Posted on May 5th, 2015

The Nasdaq broke its 15-year-old record set in March 2000, reaching a high of 5092.08 on April 24. The S&P 500 and the Russell 2000 […]

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Market Recap – April 2015

By Mark Fissel
Posted on May 5th, 2015

Investors seemed to take their emotional cue from a spate of mixed earnings results and economic data, waffling between enthusiasm and caution throughout the month. […]

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How Does Your 529 Plan Stack Up Against the Competition?

By Mark Fissel
Posted on April 2nd, 2015

If you’re one of the millions of parents or grandparents who’ve invested money in a 529 plan, now may be a good time to see […]

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I owe a large amount of money to the IRS. Can I pay what I owe in installments?

By Mark Fissel
Posted on April 2nd, 2015

Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the […]

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Will I have to pay a penalty tax if I don’t have qualifying health insurance?

By Mark Fissel
Posted on April 2nd, 2015

It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured individuals […]

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