A well-structured estate plan can be invaluable to you and your family
It is common for people to put off estate planning. After all, no one wants to anticipate his or her own death. In addition, many people may believe that only the wealthy require estate planning or that all that is involved is tax planning, which can be done “later.”… Read More
Questions that all policyholders should ask themselves at least once a year
When Judy purchased her life insurance policy 10 years ago, she thought her insurance planning was complete. She assumed that if she paid her premiums on time, she could sit back and not think about life insurance anymore. … Read More
Most portfolios are constructed based on an individual’s investment objective, risk tolerance, and time horizon.
Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.1
However, as a retiree, how you choose to live in retirement may be an additional factor to consider when building your portfolio.… Read More
If you are thinking about establishing a living trust, you will need to give considerable thought to selecting a trustee. Perhaps you are thinking about naming a family member. Or, you may be wondering whether it would be wiser to designate your attorney or another trusted professional.… Read More
Reducing your emotions can give you a better chance for investing success
Money is always an emotional subject, but often when our emotions get involved with our investments we will make wrong decisions. And that can be a costly mistake.
Keeping emotions and investing separate seems almost impossible for many investors.… Read More
Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others.
Giving away some of your money is a great way to support the people and organizations you love.… Read More