Navigating a clear course toward your financial security.

Portsmouth Herald Money Talk Columns

Read David's informative Money Talk column, appearing monthly in the business section of the Portsmouth Herald.

July 6, 2014: Top Questions Asked Just Before Retirement, by David T. Mayes, EA, CFP(R)

July 20, 2014: Halftime Report: Markets Continue to Reward Investors, by David T. Mayes, EA, CFP(R)

August 3, 2014: What You Should Know About Cash Balance Plans, by David T. Mayes, EA, CFP(R)

August 17, 2014: Is Your 401(k) Enough to Retire on? by David T. Mayes, EA, CFP(R)

August 31, 2014: When Rates Rise: Bonds or Bond Funds? by David T. Mayes, EA, CFP(R)

September 14, 2014: Social Security Benefits Reduces for Many Public Employees, by David T. Mayes, EA, CFP(R)

September 27, 2014: Money Talk: IRS Clarifies Rules for After-Tax 401(k) Rollovers, by David T. Mayes, EA, CFP(R)

October 11, 2014: Money Talk: Tapping Tradditional IRA Early Without Penalties, by David T. Mayes, EA, CFP(R)

October 25, 2014: Money Talk: Using 72(t) to Avoid Tax Penalties, by David T. Mayes, EA, CFP(R)

November 8, 2014: Money Talk: Social Security Benefits for Children, by David T. Mayes, EA, CFP(R)

November 29, 2014: Money Talk: Year-End Tax Saving Moves, by David T. Mayes, EA, CFP(R)

December 13, 2014: Money Talk: How Work Impacts Social Security Benefits, by David T. Mayes, EA, CFP(R)

December 27, 2014: Money Talk: Start Your 2015 Financial Planning Checklist, by David T. Mayes, EA, CFP(R)

January 10, 2015: Money Talk: Health Law Brings New Forms, Taxes and Credits, by David T. Mayes, EA, CFP(R)

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Other Featured Articles

The following financial investment articles are available to read and/or to print a copy.

Are You Properly Protected?

Basic Estate Planning

Being an Executor

Beneficiary Designations I

Beneficiary Designations II

Carefully Weigh Options When Naming Trustees

Caution Urged on Tax-Free Exchanges

Charitable Trusts

College Investing Plans

Consider a Post-Mortem Letter

Consolidate Your Assets

Easing Money Worries

FDIC Insurance Limit Increase Extended

Focus on Fiduciary

Grandchildren's Education

Helping Your Parents

"I Get the Bigger Half"

Inflation Picture May Mean Smaller Social Security Checks for Some Retirees

Is your child heading to college soon?  Here are some tips:

Loans to Family Members

Navigating a Clear Course

NH Contemplates New Estate Tax

Planning for Long-Term Care

Pre-Retirement Sabbatical

Procrastination Costs Money

Protect yourself from Identity Theft

Reduce Your Risk of Identity Theft by Banking Online?

Retirement Income Planning

Roth IRA Conversion Opportunity Approaching

Serving on Non-Profit Boards

Starting Social Security

Student Financial Aid

Successful Aging

The Markets

Variable Annuities

Please contact us with questions or if you are looking for investment related information that is not featured in this list of Financial Investment Articles.

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