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Do Your Investments Match Your Risk Tolerance?
DO YOUR INVESTMENTS MATCH YOUR RISK TOLERANCE? Now is a good time to examine what’s in your portfolio. The stock market is unsettled … and perhaps its fluctuations are unsettling you. It’s a stressful time for the economy...
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March 8, 2010 Weekly Economic Update by Pete Mitchell
Weekly Economic Update for March 8, 2010 Presented by Pete Mitchell Quote of the week. “A person will be just about as happy as they make up their minds to be.”– Abraham Lincoln Let’s kick of this update with Jobs information....
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Dealing With The Aftermath of Being Unemployed by Pete Mitchell
BREAKING THE SURFACE Four tips for recovering from unemployment. Any period of unemployment is fraught with stress – both personal and financial. While landing that formerly-elusive new job can be a relief, it is only the...
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Time to replace the 401k by Pete Mitchell
SHOULD SOMETHING REPLACE THE 401(k)? Do Americans need a new way to save for retirement? In fall 2009, TIME Magazine raised eyebrows with a cover article called “Why It’s Time to Retire the 401(k)”. Author Stephen...
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Monthly Economic Update for March 2010 by Pete Mitchell
Quote of the month. “I always have to dream up there against the stars. If I don’t dream I will make it, I won’t even get close.” – Henry J. Kaiser The month in brief. We saw a very pleasant 180º from January. New M&A...
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Harry Reid’s Jobs Bill by Pete Mitchell
THE JOBS BILL How effectively could it address America’s unemployment rate? How about a tax break for companies that hire? A new jobs bill introduced by Sen. Majority Leader Harry Reid (D-NV) proposes major tax incentives...
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Think Twice About Borrowing From Your 401k by Pete Mitchell
THINK TWICE ABOUT BORROWING FROM YOUR 401(K) You may be tempted to do it – but do you really want to? While you might be able to borrow from a 401(k), that doesn’t mean you should. Yes, we are in a recession. Yes, times...
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Weekly Economic Update for March 1, 2010 by Pete Mitchell
Weekly Economic Update for March 1, 2010 by Pete Mitchell Stocks log best month since November. The S&P 500 rose 2.85% last month even with worries over Greece, China and the U.S. housing and job markets. The S&P had...
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Pete Mitchell’s- What To Do If You’re Laid Off
WHAT TO DO IF YOU ARE LAID OFF If you’re laid off, what happens to your retirement money? Well, you have three basic choices with your 401(k). One gives you more freedom and control than the other two. You could just leave...
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Pete Mitchell’s Immediate Annuties
IS IT TIME TO ANNUITIZE? It just might be. Here’s why baby boomers are choosing immediate annuities. Nobody wants to outlive their money. In fact, somebody recently asked me, “How do I organize my money so that I spend...
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Pete Mitchell’s The Ins and Outs of Life Insurance
THE INS AND OUTS OF LIFE INSURANCE If you’re just starting to look into life insurance, the myriad of choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase...
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Pete Mitchell’s Life Insurance Trusts by Pete Mitchell
THE VALUE OF LIFE INSURANCE TRUSTS An estate planning option more families ought to know about. You may think of life insurance in very simple terms: you buy a policy so that your loved ones will have some financial assistance...
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Pete Mitchell’s Weekly Economic Update for February 22, 2010
Pete Mitchell’s Weekly Economic Update for February 22, 2010 Quote of the week. “Avoid having your ego so close to your position that when your position falls, your ego goes with it.”– Gen. Colin Powell Before I get...
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Survivor Options On Bonds by Pete Mitchell
SURVIVOR OPTIONS ON BONDS A popular estate planning feature. Have you heard of the “survivor option”? How about a “death put”? These rather bleak terms reference a very useful choice for beneficiaries who inherit certain...
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How And When To Sign Up For Medicare By Pete Mitchell
HOW AND WHEN TO SIGN UP FOR MEDICARE Breaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some of us. In fact, anyone who has received a Social Security check or 24 months worth of Social...
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