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Each week, I hope to highlight "What Matters Most" about my work with my client families that week, and provide some perspective and resources about that topic.Read More
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
To choose a plan, it’s important to ask yourself four key questions.
Good employee health can be great for the company’s bottom line.
Bonds may outperform stocks one year only to have stocks rebound the next.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The true cost of raising a child may be far more than you expect.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Understanding the cycle of investing may help you avoid easy pitfalls.