Category: Finance

Some key financial steps that you could take. Your twenties are the perfect time to save and invest. Do it now, and you will have a great ally-time-on your side. Think about doing the following things if you’re not doing them already. Put money into a retirement plan. Save and invest through a 401(k), a […]

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Follow through on these items before your “second act” begins. What should you try to do within five years of deciding to retire? Put these items on your to-do list. Estimate the monthly income you will need. It might be less than you need now, as your monthly expenses may decline. Talk with your financial […]

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  Some potential ways to make up ground at mid-life. Need to save more for the future? If you face the challenge of rebuilding or creating your retirement fund after 40, here are some steps that may help you. Strive to max out your Individual Retirement Account or workplace retirement plan contributions. In 2017, you […]

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Square peg in a round hole Very often lately, if you are like us and watch a lot of TV, surf the web, or read a lot, you may have become inundated with financial product sales pitches. That’s just the nature of capitalism and free press. Unfortunately, the airwaves and the internet are rife with […]

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Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in establishing and preserving family wealth. Consider these statistics:1 Women now control more than half of the investment wealth in the United States. 48% of estates […]

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Intergenerational Wealth Planning: A Win-Win for the Whole Family Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning […]

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Avoid These Financial Traps — They May Be Hazardous to Your Wealth Money. It’s hard to get and easy to lose. It doesn’t take long for the wealth you’ve accumulated to disappear if you don’t manage your money well or have a plan to protect your assets from sudden calamity. Snares like the ones mentioned […]

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