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Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney
Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney From: www.natlawreview.com Are you working on getting your affairs in order? Before you meet with…
You Asked, We Answered: Investing with Self-Directed IRAs
You Asked, We Answered: Investing with Self-Directed IRAs From: www.theentrustgroup.com Q: Can I transfer real estate property held in a Solo 401(k) into my self-directed IRA? A: If you have…
Five Overlooked Factors When Planning for Retirement
Five Overlooked Factors When Planning for Retirement From: www.kiplinger.com Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting…
Widows getting cheated out of Social Security
…says Biggs, is that the educational materials provided by the government, while recently improved, haven’t historically done a good enough job of emphasizing the issue. (Quoted from http://www.marketwatch.com/ on August…
What is socially responsible investing?
…on the alignment of actions and values, this may be a small price to pay. While socially responsible investing requires more background research into company business practices, the satisfaction you…
Are you beginning each day with purpose?
…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…
Why Buffer Funds Haven’t Escaped the Bear Market
Why Buffer Funds Haven’t Escaped the Bear Market From: www.morningstar.com This year’s brutal market has tested their downside protection. Buffer funds—which promise to limit downside losses from equity market exposure…
The financial struggles of unplanned retirement
The financial struggles of unplanned retirement From: www.foxbusiness.com Monica wants to rest her tired, swollen feet. The 86-year-old retiree walks slowly to her old loveseat and sits down carefully. The…
Stewardship: A Gift from the heart, or the Head?
…consider another framework when pondering your contribution. In closing, I share the insights of Dr. Deborah Rexrode, Associate for Stewardship of the James in the Presbyterian Church: “As stewards of…
