Newsletters

29th Dec, 2016

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5 Finance-Related Podcasts Worth a Download

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

One common trait among the highly successful is their endless drive to improve and learn. Take a page from their book during your downtime this holiday season by feeding your curiosity and keeping your mind engaged. Make space on your digital device for some of these popular finance-focused podcasts:

  1. National Public Radio’s Planet Money

30th Nov, 2016

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How do you plan to spend your bonus?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Whether it’s tied to performance, holiday profits or a tax refund, nothing beats the joy of receiving a bonus. But resist the temptation to blow it all on something that could be short-lived. Instead, consider the following, all of which can have a lasting impact.

  • Pay down debt. If you’re carrying a credit…

17th Nov, 2016

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3 Tips for Minimizing Financial Anxiety

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

When unexpected or worrisome financial news hits, what do you do? Constantly checking your portfolio can derail you from long-term goals, while having zero awareness of your finances can lead to reckless overspending or other bad behavior.

Information travels faster than ever these days, and it’s easy for investors to feel alarmed or panicked about…

27th Oct, 2016

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College Rankings That Measure More Than Academics

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

With higher education costs escalating faster than traditional inflation, it’s important to treat the college selection process as the serious investment it is. Whether you, your child, grandchild or other loved one is researching colleges and universities, calculating the actual value of higher education can help whittle down the options and justify the escalating…

13th Oct, 2016

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Are you beginning each day with purpose?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Looking for long-term success? Some of the most productive people throughout history — from Benjamin Franklin to Steve Jobs — put useful routines into practice the moment they woke. Just as a financial plan must be customized for each person, so should your morning routine. Personalize the details to suit your goals and lifestyle,…

29th Sep, 2016

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Life Events That May Require a Plan Adjustment

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Financial planning is an ongoing process meant to build and protect your wealth as you go through life. Along the way, certain milestones can have an impact on your financial goals. When these crop up, it’s important to consider making adjustments to your strategy sooner rather than later.

While it’s by no means a conclusive list,…

15th Sep, 2016

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Are you going to outlive your retirement savings?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

“Live long and prosper.” The first half of the famous “Star Trek” salute is easier to achieve than ever thanks to advancements in modern medicine and better information to guide your lifestyle choices. But prospering requires both careful and creative planning to keep up with whatever changes you encounter in your golden years. While it’s…

25th Aug, 2016

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Does your risk tolerance match your risk capacity?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

When it comes to investing, there is no reward without risk. But risk comes in different forms, and understanding the variations and contexts can help you become savvier and steadier when it comes to your money.

Risk Tolerance
An investor’s comfort level with risk is often personal. Risk tolerance, the amount of risk…

11th Aug, 2016

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Would your kids know how to handle an inheritance?

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Many people seek to build financial security and wealth not only for themselves and their families, but also for generations down the line. The unfortunate reality, though, is that 70 percent of rich families lose their wealth by the second generation. And this regrettable scenario is not limited to the affluent.

While it’s…

28th Jul, 2016

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Ramping Up Retirement Funds Across Generations

From: REAP, LLC. | Retirement & Estate Advisors & Professionals

Today, each generation can lay claim to unique financial challenges. Millennials are saddled with historic levels of student debt, Gen Xers are called the sandwich generation because many are taking care of their children as well as their aging parents, and the majority of baby boomers feel underprepared for retirement, even as it looms in…