Monthly Archives : April 2013
April 17, 2013
“More recently, some employers are offering a stronger selection of investment options in their 401(k) plans, says Avani Ramnani, CFP and director of financial planning and investment management at Francis Financial in New York, but the decision to roll funds into another 401(k) or an IRA also depends on…”
Aired April 5, 2013
“Francis recommended a more conservative investment approach. ‘Right now we’re investing 47% in bonds and only 25% in U.S. stocks, and we’re making sure there are some high-yielding bonds and emerging market bonds. We think gold is at nosebleed levels and now is not the time to buy gold.'”
April 5, 2013
“They go ahead and file and then realize they owe $20,000 in back taxes. The problem is they are both responsible for that amount even though the husband makes $100,000 and the wife makes $20,000,” said Stacy Francis.