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How do I allocate assets based on my risk preference?

Jun 22nd, 2021 • Lisa W.
Perhaps you have already completed the job of understanding investment fundamentals such as asset allocation, diversification and risk capacity and tolerance. Now what are you supposed to do about it? While there is no formula per se, there are some fairly well established concepts. Your starting point is your capacity to take on investment risk … more »
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Why You May Need a Roth Account in Your Retirement Plan

May 25th, 2021 • Lisa W.
If you have a retirement account, either through your employer or on your own as an IRA, it is more likely that you have a traditional type (pre-tax) account rather than a Roth account. This is not surprising as Roth IRAs were only introduced in 1997 and many employers still do not offer a Roth … more »
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Divorced, Over 50, and Ready for My Dream Career

Jul 20th, 2020 • Gayle E.
The following is a real question sent by a reader and is answered by one of our Hey Money experts! After 25 years as a devoted wife, my husband decided that he wanted a divorce. That’s his prerogative. I ‘retired’ as a lawyer when our only child was born. I became a personal trainer, health … more »
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