Uncharitable Giving
Uncharitable Giving From: www.investmentnews.com Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years…
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Addressing Consumer’s Objections to Annuities
Addressing Consumer’s Objections to Annuities From: www.wealthmanagement.com Annuities, according to author and retirement income expert Tom Hegna, aren’t bad, but, he cautions, “there are bad annuities.” In this video clip…
Read moreHurricane Ian and the new retirement risk
Hurricane Ian and the new retirement risk From: www.investmentnews.com In the wake of the devastation caused by Hurricane Ian, future retirees ought to factor ‘Florida risk’ into their retirement decision-making….
Crisis Events 2022
…events, we contemplate them in our portfolio construction and stress test portfolios for unpredictable events. The process of stress testing helps quantify the portfolio risk during black swan events and…
How safe is your online identity?
…private computers and private networks as much as possible. Using public computers or free Wi-Fi at your local coffee shop is fine if you want to browse the web and…
Read moreWhy Paying for Financial Advice Makes Sense
…you would not have found it. Doing it right means putting your interests first, investing in index funds or similar investments, making money only through reasonable fees and not commissions…
Mortgage Mistakes That Cost You Thousands
…fees can sneak up on homebuyers. Some fees are due upfront, while others are added to the loan balance and paid over time. Still, other fees may not be due…
How to keep your financial data safe
…compromise sensitive financial information, so it’s important to make a regular practice of protecting your online data. Here are a few ways to help keep your digital details safe and…
When It May Be Good to Borrow Money
…a downside to their preference for cash and debit cards: a lack of credit history. While reluctance to spending more than one’s income is commendable, failing to engage with debt…
3 Tips for Minimizing Financial Anxiety
…and it’s easy for investors to feel alarmed or panicked about finances when they read the headlines. Get a handle on financial anxiety with a few helpful strategies. Start to…
