WEEKLY QUOTE“Your time is limited, so don't waste it living someone else's life.” - Steve Jobs WEEKLY TIP Too many retirement savers put a majority of their assets into a single stock (usually a company stock). Remember the merits of diversification. WEEKLY RIDDLE Two couples played paintball. Each person had blue, green,...
WEEKLY QUOTE“Love is a friendship set to music.” - Joseph Campbell WEEKLY TIP Through tax-loss harvesting, long-term portfolio losses can be put to work. They may be used to offset long-term capital gains or to lower regular income. WEEKLY RIDDLE Name three consecutive days without using the words Monday, Wednesday, Friday, or...
WEEKLY QUOTE“Success is how high you bounce when you hit bottom.” - George S. Patton WEEKLY TIP New parents can sometimes spend a little too much on cute and trendy stuff. Here’s a test: will the item improve the quality of care for your baby? If not, leave it at...
WEEKLY QUOTE“Pleasure in the job puts perfection in the work.” - Aristotle WEEKLY TIP If marriage will give you a new last name, be sure to notify Social Security, your bank, and the investment and insurance companies with whom you have accounts and policies about the name change. WEEKLY RIDDLE You need to...
WEEKLY QUOTE “It’s kind of fun to do the impossible.” - Walt Disney WEEKLY TIP If you are a single parent, a will, a power of attorney and disability income insurance are crucial to have – after all, you are the sole provider. WEEKLY RIDDLE About 90% of this country’s land area is made...
MONTHLY QUOTE“You make a living by what you get. You make a life by what you give.” – Winston Churchill MONTHLY TIP Think about sending your son or daughter to a college that is both good and affordable. If your kids are debt-free when they graduate, they may end up...
WEEKLY QUOTE“Don't ever take a fence down until you know why it was put up.” - Robert Frost WEEKLY TIP A good will should propose at least a few executors, as there is always the possibility that your first choice for executor might not outlive you. WEEKLY RIDDLE Four grown men decided to...
What are they? How do they differ from “traditional” investments? If you’re seeking a different investment path and have a large amount of money to invest, you may already be considering an alternative investment. Alternative investments sidestep the traditional investment paradigm, such as real estate, cash,...
WEEKLY QUOTE“The path to success is to take massive, determined action.” - Tony Robbins WEEKLY TIP Take a look at your insurance policy and read the fine print about long-term or progressive illness in case you or a loved one are one day diagnosed with Alzheimer’s Disease, Parkinson’s Disease or...
Many people underestimate lifestyle costs, medical expenses and inflation. What is enough? What is not enough? If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is...