Seek and Find!
Making smart money decisions before and during retirement can help protect your nest egg for years to come.
“I don’t know” is often the difference between success and failure in the investment world. Unfortunately, these three words are rarely heard across the investment industry, which is built on the illusion of certainty. However, it is important to remember that how investors approach things that are unknowable is far more important than anything that can be known.
For some couples, retirement is a breeze; they can enjoy opportunities such as going south in the winter to a second home without worrying about the budget.
A dramatic change has taken place in the way retirement is funded in America. Until recently, many workers relied on corporate pensions for a significant percentage of their post-career income.
Money can seem mysterious to children; they might even think it grows from trees! While they might not fully understand where money originates, they quickly learn that it can be exchanged for things they want. When children show interest in money, educating them on how to handle it wisely is essential. Lessons taught today can help them make sound financial decisions throughout their lives.
When it comes to investing for retirement, taking advantage of your employer-sponsored retirement plan is a great first step. But do you know where to invest additional cash that did not originate from your employer, like a cash bonus, an inheritance, or a lump sum from a life insurance policy? In this webinar recording, we discuss some investing options outside of your retirement plan, including the pros and cons for each.
Investment markets around the world are experiencing unprecedented volatility which may have you asking yourself: What is happening and how concerned should I be? We wanted to share our thoughts on how you may want to view the current market environment so that you can make informed decisions.
In Hollywood movies, when a patriarch or matriarch dies, the relatives gather to find out what money or valuables they’ve inherited. Then, someone gets greedy and causes an all-out family squabble. In real life, however, the dramas that erupt around inheritance are surprisingly often not about the money.