Having a baby will change your life in significant ways, and this includes financially. Not only will you have increased costs for things like diapers and childcare, but youโll also have new financial planning considerations, too.
Preparing Your Finances When Youโre Expecting Read More ยป
Congratulations! The arrival of a grandchild is an exciting time. All of the soft snuggles, tiny shoes, first coos and crawls, AND you get to give them back to their parents after a nice happy visit. The arrival of the next generation is also a good time to plan for your (and their future). In
The Birth of a Grandchild: 529 plans and Trusts Read More ยป
โWHAT WE HAVE HERE IS A FAILURE TO COMMUNICATE.โ -From the movie, โCool Hand Luke.โ
The Lovely Language of Legal Tender Read More ยป
โThe futureโs uncertain but the end is always near.โ Jim Morrison, the Doors, โRoadhouse Bluesโ. Many investors are losing valuable sleep listening to the misguided, canary-in-the-coal-mine commentators expounding on an imminent stock market crash due to a future recession (the โRโ word). Paradoxically, if too many investors believe the same thing, as fate would have
Itโs the little things you begin with that matter most! The wisdom found in the Tao Te Ching says the long thousand- mile journey begins under oneโs feet by taking small steps! If you are hiking and climbing a mountain you take one little step at a time. It is unrealistic to think you can
The Little Things We Do Really Matter Read More ยป
With all the hype about the latest Avengers movie, it got me thinking about how we all can become superheroes in our every day lives. You may already be a superhero to your spouse, to your kids, but how can we become financial superheroes? Fidelity did a study a number of years ago. They looked
Become a Financial Superhero Read More ยป
INVESTMENT FADS ARE NOTHING NEW. WHEN SELECTING STRATEGIES FOR THEIR PORTFOLIOS, INVESTORS ARE OFTEN TEMPTED TO SEEK OUT THE LATEST AND GREATEST INVESTMENT OPPORTUNITIES. Over the years, these approaches have sought to capitalize on developments such as the perceived relative strength of particular geographic regions, technological changes in the economy, or the popularity of different
Dรฉjร Vu All Over Again Read More ยป
Over the last few decades, more and more workplaces left the traditional pension-retirement, and changed over to a more individually focused retirement plan, with the emergence of 401(k)s. Less responsibility is placed on the employer to ensure their employees have enough for retirement, and more responsibility is put on the shoulders of employees to ensure
Transforming Our Retirement Landscape Read More ยป
Itโs easy to see everything that is going wrong in the world. In fact, it would actually be challenging to read through a newspaper or turn on the news without being bombarded by all things terrible: political unrest, global warming, contaminated foods, disease outbreaks; the list goes on and on. On top of that, our
Changing Your Perspective: 4 Reasons Why 2018 was the Best Year in History Read More ยป
A QUICK ONLINE SEARCH FOR โDOW RALLIES 500 POINTSโ YIELDS A CASCADE OF NEWS STORIES WITH SIMILAR TITLES, AS DOES A SIMILAR SEARCH FOR โDOW DROPS 500 POINTS.โ These types of headlines may make little sense to some investors, given that a โpointโ for the Dow and what it means to an individualโs portfolio may
Getting to the Point of a Point Read More ยป