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Rebalancing Your Portfolio
I’m going to tell you a short fictional story about an investor named Jimmy. Jimmy wanted to be on top of all the latest financial trends and make the most of his money. So he built what he felt was a cutting-edge portfolio. His four biggest investments were...
Why Is Fiduciary Duty So Important?
After saving for retirement for most of your working life, choosing the person to manage those funds is a huge exercise in trust. Unfortunately, having a knowledgeable professional who is willing to communicate with you may not be enough to ensure that that...
5 Common Retirement Mistakes
Preparing for retirement is more than just saving enough money to last you through the years. There are many moving parts to consider. From moving to medical expenses to when you actually do retire, it is important to have a detailed plan in place to avoid these...
Paying Off Your Debt Before Retirement
If you have debt that you want to pay off before your retirement, it is important that you come up with a budgeting strategy to help you do so. It is also crucial that you continue to have strong communication with your partner throughout the entire process. You must...
How To Protect Your Assets From Inflation
It can be easy to let inflation defeat you and take away the value of assets. It might sound a little strange, but inflation does not have to be a negative occurrence. There are ways to get it to work with you rather than against you. Depending on where you put your...
How Can You Minimize Taxes On Your Retirement Income?
When you pay taxes while you are working, it does not seem like such a big deal because you have a consistent paycheck coming in to balance what is being taken out. When you retire, however, taxes become more of a headache. This can be a scary thought if you are...
Steps To A Successful Estate Plan
As you go through retirement, it is wise to consider putting together an estate plan. Having an estate plan will help eliminate many uncertainties that can come up after death. It will keep things organized and will help with taxes. This will also help you keep in...
Why You Only Hear From Your Financial Advisor Once A Year
If you are seeking professional assistance, it is likely because you want guidance for your financial future. Your investment is like your child. You have watched over it diligently for twenty-five, thirty thirty-five or more years, as it has slowly come to maturity....
Can You Keep Your Lifestyle In Retirement?
You make an important lifestyle change when you decide to retire. For some, that can be a scary thought. You may have often wondered what kind of lifestyle change it will be. Obviously, your schedule will likely change with not having to go to work full-time anymore,...
How To Make Your Money Last In Retirement
When one expense goes out the front door, another comes in the window. Now that you are retired, you will very likely have more free time. Based on your activities, will your expenses go up, go down, or stay about the same? A common retirement fear we see at...
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