Jerry Rodgers

It's not uncommon … Many a well-educated, socially conscious, environmentally friendly investor winds up buying shares of companies whose beliefs and business practices are far removed from their own.

When you meet with a financial advisor, at some point the talk will turn to your "risk tolerance" or "risk profile" … and you may receive a questionnaire intended to gauge it.

There are 13 types of 1099 forms, and you may have received one or more of them in the mail. Here's a brief rundown of what they report.

Is an election year good for stocks? Well, let's look at some data. Keep in mind, it's only data – and as the old saying goes, past performance is no indication of future results.

All retirement plans are not the same. In fact, there is such a wide variety of retirement plans that learning more about your choices is a good idea. Here's a brief look at the different plans and what they have to offer.

A plan to help stressed homeowners. If you have a mortgage set to readjust soon, help may be on the way.

When should you start saving for retirement? When do you really need to get serious about planning your retirement transition? Well, it depends on many factors.

Economists widely agree: America seems to be in a recession. Important economic indicators show declining manufacturing, a constricting retail and service sector, and poor GDP.

What's the plan when you have a windfall? Through luck, inheritance, talent, or legal decisions, some people receive "sudden wealth" – a lump sum of money that is at least several times their annual income.

When you need help with daily living, what choices do you have? You have three choices: home sweet home, a retirement community, or a nursing home as your health and preferences permit.