August 8, 2017

Getting (Mentally) Ready to Retire

  Getting (Mentally) Ready to Retire Even those who have saved millions must prepare for a lifestyle adjustment.  Provided by:     A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down […]
May 26, 2017

A good financial strategy is not just about “making money;” it is also about protection.

Insurance and Investments A good financial strategy is not just about “making money;” it is also about protection.  Provided by:   Some people mistake investing for financial planning. Their “financial strategy” is an investing strategy, in which they chase the return and focus on the yield of their portfolio. As […]
March 14, 2017

The Many Benefits of a Roth IRA

The Many Benefits of a Roth IRA Why do so many people choose it rather than a traditional IRA?  Provided by :     The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. The key argument for […]
December 15, 2016

Your Annual Financial To-Do List

Your Annual Financial To-Do List Things you can do before & for 2017.   Provided by :                           What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ […]