The early reporting of the news from November 16, 2015, was surprising. As of February 26th, 2016, the New York Stock Exchange (NYSE) is no longer allowing accepting new stop or good ’til cancelled (GTC) orders. Additionally, any existing orders will be cancelled as of that date. The link to the NYSE announcement can be…

With permission, this article is brought to you by the Financial Planning Association. Although it discusses mutual funds, it is just as effective with exchange traded funds (ETFs) or other types of funds. Peggy Choosing the Right Benchmarks for Your Mutual Fund Community school boards use standardized tests to gauge how their students perform in…

It’s Halloween, and I want to offer you some ideas to help you avoid financial tricks! Always work with an advisor who is a fiduciary! Your advisor should always put your best interest first! If you aren’t sure, ASK!

Following is a letter I just sent to my senator when he let me know he did not support the Department of Labor’s expansion of the fiduciary standard to Individual Retirement Accounts (IRAs). The comment period ends September 24th. Please consider going to www.saveourretirement.com and signing the petition if you agree with me. Dear Senator…

Anyone can call himself (or herself) a financial planner. The term isn’t a license, and many people in the financial services industry call themselves financial planners, financial advisers, financial consultants, and a myriad of other names. How do you know who to trust? The honest answer is that you can’t be sure, but you can…

Thanks to Eleanor Blayney, @EleanorBlayney, for this clever article! Even though she published it a couple of years ago, it’s still one of my favorites. Find information about financial planning at www.letsmakeaplan.org.  From CFP Board’s Consumer Advocate, Eleanor Blayney, CFP(r) http://www.cfp.net/news-events/newsletters/April-2013#Story1 Dr. Seuss and Financial Literacy Can you remember learning to read? For anyone under…

Here are some ideas taken from a talk I gave about the finances of planning your family vacation. Remember that you don’t want to still be paying for it at the holidays! Plan Early Less expensive tickets, rooms, rental cars Make a list so you don’t forget items Trip anticipation valuable part of vacation benefit

Here is an article provided by the Financial Planning Association!  Are There Any Disadvantages Associated with Paying off a Mortgage Early? The disadvantages, if any, may stem from the financial trade-offs that a mortgage holder needs to make when paying off the mortgage. Paying it off typically requires a cash outlay equal to the amount of…