Finance
Should You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Read MoreCosts Matter – Understanding ALL of the Costs
Costs matter. Whether you’re buying a car or selecting an investment strategy, the costs you expect to pay are likely to be an important factor in making any major financial decision. Read on to learn about key cost areas that you need to consider when selecting investments to include in your portfolio.
Read MoreMaking Sure You Can Collect a Paycheck in Retirement
You’ve spent the last thirty-plus years of your life building a nest egg. You watched your expenses, saved a fair amount each month, and used a good strategy to build up a 401(k) balance bigger than you would have ever imagined was possible. As the last person leaves the room from the retirement party, several…
Read MoreShould You Take A Lump Sum Pension Distribution?
So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
Read MoreHow Families Can Calculate Retirement Income Wants Versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Read MoreWhat Your Grandma Taught You About Investing
In this article we discuss your grandma’s life lessons and how her timeless wisdom can improve your approach to investing. Read more here.
Read MoreQuarterly Market Review – First Quarter 2024
Once per quarter, we roll up our sleeves & take a deeper dive into what’s happened in the stock market—our quarterly market review (January- March 2024).
Read MoreHow To Save Your Family $1,000s on Your Property Taxes
In life, only death & taxes are certain. While little can be done about the former, there are often ways to minimize the tax burden on your home. Read more here.
Read MoreWhy You Should Not Buy Stocks
No doubt there will be a few folks who read the above headline and immediately conclude that I have to be crazy. Bear with me as I make a case on why buying INDIVIDUAL stocks is normally not a good idea.
Read MoreFalse Negatives and False Positives
Facing the facts is critical—with both COVID-19 and investing. Read on to learn how to protect your portfolio from false positives!
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