Gauging Your Financial Well-Being


Six signs that you are in good shape. How well off do you think you are financially? If your career or life takes an unexpected turn, would your finances hold up? What do you think will become of the money you’ve made and saved when you are gone? These are major questions, and most people [...]

Gauging Your Financial Well-Being2016-12-14T17:06:11-08:00

Debunking a Few Popular Retirement Myths


Certain misconceptions ignore the realities of retirement. Generalizations about money & retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few. “When I’m retired, I won’t really have to invest anymore.” Many people see retirement as an end instead of a beginning – a [...]

Debunking a Few Popular Retirement Myths2016-12-14T17:06:11-08:00

Adjusting to Retirement


What people don’t always realize about life after work. If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your retirement [...]

Adjusting to Retirement2016-12-14T17:06:12-08:00

Taking Taxes Into Account When Saving & Investing


It isn’t always top of mind, but it should be. How many of us save and invest with an eye on tax implications? Not that many of us, according to a recent survey from Russell Investments (the global asset manager overseeing the Russell 2000). In the opening quarter of 2014, Russell polled financial services professionals [...]

Taking Taxes Into Account When Saving & Investing2016-12-14T17:06:12-08:00

What Beneficiaries Need To Know


Beneficiaries: What do you do when an account owner passes away? If your loved ones have invested, saved or insured themselves to any degree, you may be named as a beneficiary to one or more of their accounts, policies or assets in the event of their deaths. While we all hope “that day” never comes, [...]

What Beneficiaries Need To Know2016-12-14T17:06:12-08:00
Go to Top