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ImageOur teams of professionals provide consulting, tax, financing, and legal services to public and private small and mid-market enterprises . We specialize in providing unique and cutting edge solutions to starting, growing, and thriving in today's business world. We help our clients gain a deeper understanding and access to the capital markets while aiding creative, flexible, and insightful solutions and approaches tailored to their particular needs.
Fixing a messed-up portfolio PDF Print E-mail

ImageFixing a messed-up retirement portfolio

Our expert puts a readers mix of funds under the microscope.

By Walter Updegrave, Money Magazine senior editor October 16 2006: 6:00 PM EDT NEW YORK (Money) -- I'm 58 and plan to retire at 65. I have most of my 401(k) money in two target-date retirement funds - one with a target date of 2030, the other 2040 - plus some in a mid-cap stock fund. I've also got a relatively small Roth IRA that's invested in two bond funds. Given that I'm not a big risk taker but am willing to take a moderate amount of risk, do you think my retirement savings are invested in a reasonable way? - Vivian D., Baldwin Park Calif.

10 rules for building wealth PDF Print E-mail

Image10 rules for building wealth

Fumbling when it comes to investing? Don't panic. There are easy ways to get your money to work for you. By Jia Lynn Yang, Fortune reporter

1. Start early More than any one stock or mutual fund pick, the age you start investing will determine how much wealth you build. To illustrate: Employee A starts putting away $100 a month when she's 22. Her money grows at 8 percent a year, and after ten years she stops contributing - and lets her stake grow.

The magic number PDF Print E-mail

ImageEarly retirement:

The magic number With no company match or pension, this reader wants to know how much more she should save to retire in 5 years. By Walter Updegrave, Money Magazine senior editor

December 19 2006: 12:41 PM EST NEW YORK (Money) -- Question: I'd like your view on what percentage of pay I should be putting in my 401(k) for retirement. I'm currently saving 15 percent of my annual salary of $74,000 a year, and have accumulated $392,000 so far.

There is no company match in my company plan, nor any pension beyond the 401(k). I have another $46,000 in mutual funds and own a home that's worth about $320,000, although I owe about $95,000 on a home equity loan. I'm 55 and would really like to retire by 60, if not sooner. How much do I have to contribute to my 401(k) to make that possible? - Joanne

Early Retirement PDF Print E-mail

ImageEarly Retirement:

The hurry-up offense Anne and Joe Raspanti fell in love late in life. Now they want to stop working as early as possible. By Amanda Gengler, Money Magazine staff reporter

December 21 2006: 11:51 AM EST (Money Magazine) -- Ten years ago, Anne and Joe Raspanti said "I do" in Hawaii. Among the things those two words changed for Joe were his plans for how, and where, he'd spend the rest of his working life.

As a deputy security director at a naval weapons station, he had assumed that until he retired at age 62, he would remain in Hawaii, where he'd lived for the past 16 years.

Rollovers: 3 options PDF Print E-mail

ImageRollovers: 3 options rated When you switch jobs, it's the move you absolutely have to get right.

By Walter Updegrave, MONEY Magazine senior editor

September 8 2006: 2:37 PM EDT NEW YORK (Money) -- READER QUESTION: My wife is leaving her job as a teacher to be a full-time mom for the foreseeable future. She has about $15,000 in her 403(b) account with the school, but isn't sure whether to keep the money there or roll it over into an IRA. We're leaning toward the IRA, but would like to know what you think. - Tom C., Wall, New Jersey Deciding what to do with retirement savings you've socked away through an employer's plan is an important issue that has big implications for your retirement security. So I'm glad you asked. This is something you don't want to mess up


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