Archive for October, 2018

Will Your Retirement Savings Withstand Health Problems?

You’ve worked hard to build your retirement nest egg, and the last thing you need is a wrench in your plans. You might wonder how a job loss or savings shortage could impact your ability to make your savings last in retirement. But the biggest wild card may actually be (more…)

Look Beyond Past Performance

Are you thinking about adding to your portfolio or changing your lineup of investments? It’s wise to look under the hood and make sure you know what you’re getting before choosing an investment. Reviewing a fund’s past performance provides a snapshot, which is a good place to start, but it’s (more…)

Holiday spending snapshot

Have you started your holiday shopping yet? Setting a budget for how much you want to spend can help you avoid financial headaches after the holidays. Most people plan a budget for holiday shopping, but how many stick to their budget? Source: NerdWallet’s 2017 Consumer Holiday Shopping Report   Boost (more…)

Estate Planning With Your Parents

A Difficult, But Important Conversation Money is a taboo subject in many families, which makes it more difficult to talk with your aging parents about financial planning. But as seniors live longer and face the possibility of physical and mental disabilities that could limit their decision-making and independence, it’s vital (more…)