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Saving for retirement can be one of the biggest financial planning challenges that you will ever face. The thought of retirement can cause a range of emotions anywhere from overwhelming to euphoric. Retirement is one of the few financial planning goals where there are no loans and no do-overs. Proper planning can pay off emotionally, […]
There are many different portfolio strategies out there today making the decision which one to choose challenging. It’s also one of the most important decisions that can have a big impact on reaching your goals. I’ll give you a few ideas to think about and the reasons why you may want to consider one over […]
You save and save and save; yet you might still be wondering, “did I save enough?” The amount of financial obligations can be quite overwhelming. Saving too much can put stress on your current lifestyle. However, not saving enough can become a problem for you in retirement, which can sometimes send you back to your […]
Are you wondering what is a diversified portfolio? Are you also wondering how to build one? Your portfolio doesn’t have to be overwhelming or complicated. And you don’t need a Ph.D. in finance to build one. Diversification is a strategy anyone can use. I might mention a few numbers along the way – but don’t […]
Newly Married. The journey together begins. In sickness and in health, for richer or poorer. Wait. Poorer? Newlyweds, this is a friendly heads-up—or just a reminder–to talk about money in your relationship. If you haven’t had these talks yet, now is the time to start. 1. Where do you stand financially? Getting organized is all […]
We talk a lot about saving and retirement planning, especially for those nearing the long-awaited retirement chapter. But before these retirees get there, financial planning needs to begin years beforehand, and this applies to us, the age group called millennials. Defined as those born after 1981, many in this 20-something camp are busy worrying about […]
Can You Correctly Answer These Three Financial Questions? Survey Says Probably Not During April, it’s National Financial Literacy Month and across the country, numerous efforts take place to increase the awareness. Regardless of your age or investment experience, studies show the earlier you begin learning these skills, the better. Now that we’ve flipped the calendar […]
Congratulations Class of 2014! What an accomplishment. And also a second congratulations needs to go out as you are the highest indebted class in history. According to an analysis of government data by Mark Kantrowitz, publisher at Edvisors, this year’s graduate has an average student-loan debt of $33,000. Factor in inflation adjustments and that’s almost […]
401K Savings Are on the Rise In this past week amid a slew of earnings reports, an FOMC meeting and lots of economic numbers, Fidelity Investments released a new report on retirement savings. Compiled from the data of 13 million active and retired employees over 21,000 retirement plans, it included good news and provided a […]
Ask yourself these questions Now that summer is approaching, the allure of golf, vacation or spending time with your family is very high. Maybe you have a big birthday coming up (yep, 65) and now you’re pondering whether now is the time to retire. But before you take the plunge, you may want to ask […]