Feeling stressed due to a volatile market? Don’t let the ups and downs get you down. Instead of reacting to every bump in the road, remember to focus on your long-term financial goals — everything else is just noise along … Continue reading
13 October 2014
5 Ways to Remain Cool, Calm, and Collected With Your Finances
30 September 2014
5 Ways to Help Pre-Retirees Balance Goals
5 Ways to Help Pre-Retirees Balance Long- and Short-Term Goals The economy may be on the mend, but Americans are still feeling anxious about retirement. According to the 2014 Retirement Confidence Survey, only 18 percent of U.S. workers reported feeling … Continue reading
10 September 2014
Tracking Charitable Contributions
Cleaning out closets? Making room for new school clothes? Did you know keeping records of charitable contributions (clothing, art, vehicles, etc.) can benefit your tax deductions? Want to know how? Listen NOW! Listen to our podcast on the topic … Continue reading
Though no one likes to imagine that their relationship won’t last, statistics indicate that 36 percent of all marriages end in divorce. While the dissolution of a marriage or the end of a cohabitating relationship is never pleasant emotionally, the … Continue reading
18 March 2014
6 Myths About Money and Investing
I wish I had a dime for every time someone called me with a hot tip or a new investment idea. Boy I certainly would be a rich man. I am glad I did not take all that advice for … Continue reading
21 February 2014
5 Tips for Parents – Talking to Adult Children about Family Finances
Though it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — and as the Baby Boomer generation ages, the numbers of … Continue reading
7 February 2014
10 Key Tips for Pre-Retirees
Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, the goal of a peaceful, comfortable retirement is what we … Continue reading
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