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11 Required withdrawals from retirement plans: what should you know?
by Submitted By John A. Westfall · Opinions | November 9th, 2017

You may spend decades contributing to your IRA and 401(k). But, eventually, you'll need to use this money. Before that day arrives, you'll want to be familiar with the rules governing withdrawals - and you'll want to know just how much you should take out.
   
12 Checklist for helping you choose a financial professional
by Submitted By John A. Westfall · Opinions | November 2nd, 2017

For reasons likely to remain obscure, October 30 was Checklist Day. But while the origins of this observance may be a mystery, the value of checklists is clear: They help us organize our time and break large jobs into manageable steps. You can use a checklist for just about any significant endeavor - including the task of choosing a financial professional to help you achieve your important goals.
   
13 Does market volatility scare you?
by Submitted By John A. Westfall · Opinions | October 26th, 2017

Halloween is almost upon us. Of course, on Halloween night, you may see a parade of monsters, demons, Transformers and other frightening individuals stopping by your house, exercising their right to demand candy. Fortunately, their appearance will be unlikely to cause you unpleasant dreams. But some people seem to have real fears about other things - such as what may happen in the financial markets. One way to keep those fears at bay is to avoid certain impulsive moves, such as the following:
   
14 Put lessons from 'Retirement Week' to work
by Submitted By John A. Westfall · Opinions | October 19th, 2017

To raise public awareness about the importance of saving for retirement, Congress has designated the third week of October as National Save for Retirement Week. What lessons can you learn from this event?
   
15 International investing: still a journey to consider
by Submitted By John A. Westfall · Opinions | October 12th, 2017

Columbus Day is observed on October 9. And while it may be true that Leif Erikson and the Vikings beat Columbus to the New World, Columbus Day nonetheless remains important in the public eye, signifying themes such as exploration and discovery. As an investor, you don't have to "cross the ocean blue," as Columbus did, to find opportunities - but it may be a good idea to put some of your money to work outside the United States.
   
16 Consider multiple factors for retirement plans
by Submitted By John A. Westfall · Opinions | October 5th, 2017

When you create your financial and investment strategies for retirement, what will you need to know? In other words, what factors should you consider, and how will these factors affect your investment-related decisions, before and during your retirement?
   
17 Here's your retirement countdown
by Submitted By John A. Westfall · Opinions | September 28th, 2017

If you want to enjoy a comfortable retirement lifestyle, you don't need to have been born rich or even to have earned scads of money during your working years. But you do need to make the right moves at the right time - which means you might want to start a "retirement countdown" well before you draw your final paycheck.
   
18 Five tips for women business owners
by Submitted By John A. Westfall · Opinions | September 21st, 2017

Women are an integral part of the workforce, but they have had to overcome many obstacles along the way. Of course, challenges still remain, but women's success in the working world is worth commemorating - which will happen on American Business Women's Day on Friday, September 22. Are you a woman considering "setting up shop" on your own? If so, here are five tips to consider:
   
19 Protect three key goals with life insurance
by Submitted By John A. Westfall · Opinions | September 14th, 2017

September is Life Insurance Awareness Month. And "awareness" is an appropriate designation, because many people remain unaware of the many ways in which life insurance can help families meet their key financial goals. Here are three of the biggest of these objectives, as seen through the eyes of a hypothetical couple, Jim and Joan:
   
20 Brighten your grandchildren's financial future
by Submitted By John A. Westfall · Opinions | September 7th, 2017

Mother's Day and Father's Day may get more attention, but National Grandparents Day, observed on Sept. 10, has gained in popularity. If you're a grandparent, you might expect to receive some nice cards, but if you want to make the day especially meaningful, you may want to consider giving some long-lasting financial gifts to your grandchildren.
   
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