Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top of your retirement and ensure that you are on your way toward your financial goals, it’s vital to keep up with your financial education and awareness so that you will be able to make appropriate decisions regarding your financial future.
Why Stay Invested?
Making economic forecasts and stock market predictions can be humbling. It’s especially tough when you expect stocks to go higher and get a big drop instead.
Investor Summer School: 3 Investing Moves to Make Before Summer is Over
Many investors still adhere to the old adage—”sell in May and go away”—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk tolerance, you won’t need to base your investment decisions on the calendar. Here are three key investing moves to make before the summer …
Do You Know What Type of Investor You Are?
Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money.
Acquaint Grown Children with Your Financial Affairs
As your children get older, it may be beneficial to share financial, medical, and estate planning information with them. Awareness of this information, and knowing where to locate documents, can help your children take appropriate action if necessary.
The Sandwich Generation – Caring for Parents and Children Simultaneously
As the population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally
Financial Freedom, Market Volatility, and You
Inflation, higher interest rates, a volatile stock market, and recession fears, has many investors wondering how to proceed. Here are some tips and tricks to help you deal with market volatility and assess the quality of your current investments.
Why Business Owners Need Financial Planning
Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help plan for future and unexpected events.
3 Tips for Preserving Wealth in Your Golden Years
After spending so much of your life saving for retirement, it can be challenging to transition from depositing funds to withdrawing them. With some careful planning and ongoing maintenance, you can maintain your lifestyle and potentially preserve your wealth to pass down to your loved ones.
Women and Estate Planning Basics
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men. That’s important because it means that there’s a greater chance that you’ll need your assets to last for a longer period of time and a greater need to plan for incapacity.