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Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the “best practices” of trust management. A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency. How […]
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An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for wage reporting purposes, there may be times when you need to locate a financial record or document–and you’ll need to locate it relatively quickly. By […]
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Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact […]
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Each generation comes of age during different economic circumstances, and this can have a major impact on their later money habits. Financial professionals have identified some investing tips for certain generations that can help make their portfolios more efficient. Learn more about the investment strategies most commonly used by Boomers, Gen X-ers, Millennials, and members […]
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When you work for an employer, saving for retirement can be as simple as signing up for a 401(k) plan and making regular contributions, but when you own your own business, preparing for retirement can be more challenging. While pouring decades of your life into your business, you need to make sure you’re also thinking […]
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Retirement planning is all about the future, your future. Whether you are classified as a millennial, Gen Xers, women, or you are in your 40s-50s, retirement planning is a must. The key to successful retirement planning is starting young because it gives you more time to work towards your retirement goals. There are some keys […]
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In 2014, almost one-third of baby boomers had nothing saved for retirement. For those who did save, the median was around $200,000. This is a far cry less than the $1 million experts recommend for a 30-year retirement plan. Luckily, for millennials and Gen X, there is still plenty of time to craft an effective […]
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When was the last time you took steps to optimize your 401k? If it’s been a while, you’re not alone. Research indicates that only one in three Americans utilize employer-sponsored 401k retirement accounts; even those who are contributing may not be taking full advantage of potential benefits.1 Here are five questions to ask about 401k […]
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Should you really consider getting life insurance when you are close to 60? September is National Life Insurance Awareness month. And while most of us likely recognize that life insurance provides us peace of mind and security, there may be a few things you don’t know. Life insurance is not just for the young Many […]
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As you get older and closer to retirement, your financial practices need to shift slightly as you transition from working and saving to relying on your nest egg. As you approach this stage of your life, you need to take steps to protect your wealth. Keep these tips in mind. 1. Shift toward more conservative […]
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