by Michael Lecours | Jan 17, 2015 | Saving, Uncategorized
Our clients ask us on a regular basis what they should be doing to reach their financial goals. This piece helps to break the big tasks down based on age. It’s a good place to start if you or someone you know is trying to build a plan for reaching their goals. A...
by Michael Lecours | Jan 16, 2015 | Cash, Retirement, Rule of Thumb, Uncategorized
NU Retirees: For over a year, the interest rate for the Fixed Account in the 401(k) plan at Fidelity has been declining. The decline has continued into 2015 with the rate reducing from 2.25% to 2.0%. As we have mentioned in the past, we now view the fixed account as...
by Michael Lecours | Jan 9, 2015 | Saving, Uncategorized
If you’re like the average American who regularly buys coffee, you spend close to $1100 a year on coffee (Source). That breaks down to about $4 a day, every weekday. Over time, that really adds up. At the end of 30 years, you’ve spent over $30,000 on coffee. Talk...
by Michael Lecours | Nov 25, 2014 | Politics & the Economy, Uncategorized
Sometimes you’re caught off guard about a developing issue in the world and need a good primer to catch up with everyone else and understand the impact of new developments. If that sounds familiar, bookmark this site Bloomberg’s Quick Takes
by Michael Lecours | Nov 21, 2014 | Taxes, Uncategorized
At the end of the year, many mutual fund companies distribute capital gains to shareholders. This causes a taxable event right at the end of the year and in some cases can be an unwelcome and costly surprise when it comes to tax time. Note: if you only have an IRA or...
