"How to shop for a financial planner" by Julie Jason
This column, originally published in October 2018, examines how to find a financial planner who is right for you.
"How are financial planners regulated?" by Julie Jason
This column, originally published in September 2018, provides a foundation for looking at financial planners.
"The importance of having a financial plan" by Julie Jason
This column, originally published in May 2018, explains why people who plan have better financial results.
"Now is no time to abandon the investment ship" by Julie Jason
This column, originally published in October 2008, provides an important perspective for investing during uncertain times.
"10 days left to reverse your 2020 RMD" by Julie Jason
An important deadline is fast approaching that applies to anyone who wants to reverse an RMD (required minimum distribution) from a retirement account in 2020
"Transitioning to new RMD rules thanks to the SECURE Act" by Julie Jason
As anticipated, the president signed the SECURE Act into law on Dec. 20. As a result, beginning in 2020, RMDs will be subject to some new rules.