RSSCategory: Articles

Aug

29

Updating Your Estate Plan

When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make medical and financial decisions on your behalf if […]

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Aug

22

Think About Your Lifestyle Before You Retire

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 way that we no longer have to work may […]

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Aug

16

The Trump & Clinton Tax Plans

How do they differ? Seemingly every presidential candidate offers a plan for tax reform. You can add Donald Trump and Hillary Clinton to that long list. Here is a look at their plans, and the key reforms to federal tax law that might result if they were enacted. Donald Trump revised his tax plan this […]

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Aug

15

Stocks & Presidential Elections

What does history tell us – and should we value it? As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of Wall Street. That said, stock market historians have repeatedly analyzed market behavior in presidential election years, and what stocks […]

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Aug

8

The Rise of the Fee-Only Financial Planner

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 planners are choosing to be compensated through fees rather than through commissions. This is a real change from the old status quo. In the days before […]

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Aug

1

Good Retirement Savings Habits Before Age 40

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, rather than less? Structure your budget with the future in […]

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Jul

25

Money Habits That May Help You Become Wealthier

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 long run than other households. Some families see […]

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Jul

18

Getting Your Financial Paperwork in Good Order

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 our children to solve. What we want and what we […]

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Jul

11

What Are Catch-Up Contributions Really Worth?

What degree of difference could they make for you in retirement? At a certain age, you are allowed to boost your yearly retirement account contributions. For example, you can direct an extra $1,000 per year into a Roth or traditional IRA starting in the year you turn 50.1 Your initial reaction to that may be: […]

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Jul

4

Why the Brexit Should Not Rattle Investors

Wall Street has rebounded so many times, so quickly. The Brexit vote was a disruption for Wall Street, not a new normal. Yes, it could mean a “new normal” for the European Union – but the European Union is not Wall Street. Stateside, investors respond to domestic economic and geopolitical indicators as much as foreign […]

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