Saving is a great start, but planning to reach your financial goals is even better. Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that...
Is the virtual currency a fad, or the future? Mention “bitcoin” to assorted economists or investors, and you may trigger all kinds of associations. To some, it signifies an exciting new reality – a digital currency with a payment system that could revolutionize finance. To others,...
Tips on trying to meet two great financial goals at once. Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Saving for retirement should always come first. After all, retirees cannot apply for financial aid; college...
Sometimes planning for retirement isn’t entirely about money. How many words have been written about retirement? It’s a preoccupation for many, and we devote so much time, thought, and energy toward saving for the last day we go to work. Saving and investing in such a...
A huge shift is underway, with the client in mind. A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. This is...
How to help your family avoid scams and other fraud. We are becoming more familiar with the notion of financial abuse targeting elders – scams and other exploitation targeting the savings of people aged 60 and older – but many may think, “it won’t happen to...
Some early financial behaviors that may promote a comfortable future. You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement money,...
Financially speaking, what do some households do right? Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better financial shape in the...
The change has been gradual but notable & carries over to retirement planning. More women have become the primary wage earners in their households. Generations ago, life and financial roles were cut and dried according to gender. Man: breadwinner. Woman: homemaker. Those stereotypes have, thankfully, shattered....
Help make things easier for your loved ones when you leave this world. Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or...