Blog
3 Estate Challenges for Blended Families
This article will help blended families think and prepare their estate strategy. Preparing your estate can be complicated, and if you're a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but...
Managing Money As A Couple
Keys to preparing to grow wealthy together. When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask...
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in...
Women on the Rise
Conquering Unique Retirement Challenges Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve. Understanding today's financial landscape can help women rise to the challenge, know their worth, and take...
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed. For most Americans, Social Security has represented nothing more than some unavoidable payroll deduction with the positively cryptic initials of "FICA" and...
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them. Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don't know that there are other ways to maximize their...
Does Your Credit Score Affect Your Insurance Rates
Your credit score may influence how much you pay for auto and home insurance. While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned in the states of Massachusetts, Michigan, Hawaii, and...
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement. Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are,...
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio. 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...
