Janet Kidd Stewart – Page 16

What to learn from pro stars’ financial planning

December 24, 2018 at 12:45 p.m.

Professional basketball players might jump into annuities, and football players are putting their financial advisers through some new drills. Whether either move will be a slam-dunk or touchdown for the...

Dodd-Frank reforms for savers, at a glance

December 24, 2018 at 11:59 a.m.

Two-year anniversaries can be a vulnerable time for marriage, and so it goes with Wall Street reform. Two years after passage of the Dodd-Frank Wall Street Reform and Consumer Protection...

Conservative funds may make more sense

December 24, 2018 at 10:38 a.m.

Q: My wife and I both have IRAs, company pensions and other savings and are collecting Social Security disability. We are considering taking about half of the money (in IRAs...

CDW exec integrates successful team practices from the ground up

June 18, 2018 at 7:32 p.m.

It was the latter half of the 1990s, more than a generation after the women's movement had begun and long after business casual dress was common in many workplaces. But...

CDW exec integrates successful team practices from the ground up

December 24, 2018 at 1:07 p.m.

It was the latter half of the 1990s, more than a generation after the women's movement had begun and long after business casual dress was common in many workplaces. But...

Executive profile: Christine Leahy, CDW senior vice president, general counsel and corporate secretary

December 24, 2018 at 10:59 a.m.

It was the latter half of the 1990s, more than a generation after the women's movement had begun and long after business casual dress was common in many workplaces. But...

Education, advice boost work retirement savings

December 24, 2018 at 10:57 a.m.

Deb Bruckbauer, a 35-year-old customer service representative, had a 401(k) plan sitting with a former employer and wondered if she should move the money. Recently engaged and starting to think...

On lump sum versus annuity, the law’s clear

December 24, 2018 at 9:22 a.m.

Q: Your article about lump sum versus annuity seems to miss the most important part of that decision, namely, how much is the lump sum compared to the annuity? Some...

Consider fees, options before rolling over IRA

December 24, 2018 at 8:14 a.m.

Q: I'm over 60 and have three IRAs due at three different banks. I want to roll over my money to three new banks. The banks want to charge me...

Put your pen to paper on retirement income

December 24, 2018 at 7:00 a.m.

Does your nest egg need a playbook? Some retirement advisers are beginning to commit clients' portfolio withdrawal strategies to paper. Similar to investment policy statements that describe how money will...

All Stories