Blog
Why Regular Rebalancing Makes Sense
Your investment portfolio may be off-kilter, and you may not even know it.Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?It may sound counterintuitive...
Read MoreRetirement Planning Assumptions
To enjoy your retirement without financial worries, make sure you have enough money saved when you retire. This calculation can be a daunting task, since a variety of factors affect your required amount and inaccurate estimates for any...
Read MoreCelebrating Independence Takes on a Whole New Meaning
Back in 1776, our founding fathers signed the Declaration of Independence -- an event we celebrate every 4th of July. That spirit of independence is definitely something worth commemorating, but also something worth emulating. How...
Read MoreInflation Creeping Into Personal Finances
If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, and it doesn’t look like...
Read MoreShow All
Who is Your Trusted Contact?
Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1You do not have to supply this information, but it is encouraged. The request is...
Read MoreHow to Monitor and Improve Your Credit Score
March is National Credit Education Month which means there is no better time to educate yourself and others on the importance of understanding the ins and outs of your credit score. Did you know that one in five Americans find errors...
Read MoreCollege Funding Options
How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational...
Read MoreAn Estate Planning Checklist
Create a will if you do not yet have one. A valid will may save your heirs from some expensive headaches linked to probate and ambiguity. A solid will drafted with the guidance of an estate planning attorney will likely cost you a bit...
Read MoreThe Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them...
Read More