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Free Portfolio Risk Analysis
Feb 24, 2019 |
0 Minute ReadWhat’s YOUR speed limit? - Does your portfolio fit you? Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower. Just as weather conditions fluctuate, so do the markets. So what’s YOUR speed limit? Let’s find out in 3 easy steps! Your risk number will indicate to you what your “comfort zone” really is as a driver (or investor). You may find that you are driving over your personal speed limit, or that you should slightly increase the…
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Caring for Aging Parents
Oct 13, 2018 |
2 Minute ReadMany baby boomers find that their aging parents need health care assistance. Luckily, there are options to help parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the cost of their care.
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Caring for Aging Parents | Sandwich Generation | Financial Planning | Good Wealth Management Healthy seniors who can look after themselves generally are eligible to enter a continuing-care retirement community that allows them to buy or rent an apartment and ensures lifetime nursing care when necessary. Another option is private long-term care insurance, which can help cover nursing… -
Happy National Insurance Awareness Day!
Jun 28, 2018 |
2 Minute ReadHappy National Insurance Awareness Day!
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It is National Insurance Awareness Day! It is time to review your insurance policies to help ensure that you and your family are receiving appropriate coverage. Whether it is life insurance, home insurance, health insurance, or vehicle insurance, these policies help protect us from the harshest blows of unfortunate events. We are celebrating National Insurance Awareness Day to remind you that life does not always go as planned, but luckily, insurance can be an effective back up plan.
So how does one celebrate National Insurance Awareness Day? There are three simple, but very important tasks that you… -
Mid-Life Investing — Making the Most of Your Asset-Building Years
Apr 27, 2018 |
2 Minute ReadAs you move through your peak earning years, you'll probably see your net worth steadily rise. At the same time, you'll still have some work to do before you realize your financial goals. That's why it's important to have a solid plan in place. Here are some steps to help keep your portfolio on track.
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Organize your portfolio. Asset allocation is a straightforward and effective strategy whereby you divide your portfolio among the major asset classes of equities, fixed-income securities, and cash equivalents. The division should be based on your goals, your tolerance for risk and your time horizons. Generally speaking,… -
Loss of a Spouse, Moving Forward
Sep 02, 2017 |
0 Minute ReadPractical steps to manage your financial future and that of your family
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Proper Financial Planning: Critical for Women
Jul 13, 2017 |
2 Minute ReadA key goal of investing for retirement is making sure you save enough to make your money last throughout your lifetime. On this score, women may need to save more than men. The current life expectancy of a female at birth is almost 81 years, compared with 75 years for a male.1 Although six years may not appear significant, many people in this age group incur expenses for health care and other items while living off of Social Security and personal assets. Keep in mind that life expectancy statistics are averages and many people live much longer. It is not unusual…
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