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New Year, new financial plan

Start the year with a financial tuneup

The New Year often prompts introspection--whether it regards our health, our jobs, or our relationships. Add your finances to the list to make sure you're on the right path. It's remarkable what financial stability–and a retirement nest egg–can do to help the other parts of your life fall into place. Most of all, a sound plan gives you flexibility. The Wall Street Journal recently published a New Year's "checklist" to help you get organized. It's well worth a read.

Thinking About Opening an IRA?

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Important 2012 Information

Each year, the IRS updates the rules for Roth IRA. Here are all the details for 2012: