Once the kids are out of the house (and it’s just you and your spouse), how do your insurance needs change now that you are empty nesters? Learn how to evaluate your coverage to be sure it is adequate for your needs.
Asset allocation is an investment strategy that attempts to balance risk versus reward. It aims to do this by adjusting the percentage of each asset in the investment portfolio according to the investor’s risk tolerance, goals and time frame.
When you’re planning for retirement and looking at which types of IRA to get, it’s important to know the difference between various types with regard to how they’re funded and how they will be taxed when you’re ready to withdraw money. Let’s compare a Roth IRA to a traditional IRA on four important areas.
It’s never an easy conversation to have, but you and your spouse need to prepare financially in the event you are faced with the unexpected death of your spouse.
A systematic savings plan is a process or system of automatically saving a portion of your income on a regular basis. Automatically having money moved to a savings account removes the temptation to divert funds to something less important.
Living in a multigenerational household spans from being wonderful to a complete disaster. If you’ve made the decision to try this living arrangement, then it’s critical to plan for it. In our experience, the people who have really thought through this strategy, analyzed the details, and spelled out a plan have the best chance for success.
Downsizing your living arrangements has become a popular topic in the financial community and rightly so. There are many financial benefits to downsizing your home such as reduced expenses and increased cash flow.
A common question in the financial planning world is: which is better for beneficiaries an inheritance or a trust? The best answer is that it depends on the situation.
Home maintenance costs are some of the most common surprises for first-time home buyers. Unfortunately, most people fail to add money to their monthly payment budget to cover home maintenance.
Annuities can serve an important role within a portfolio. You just need to be careful how you’re using them. Learn more about the pros and cons of annuities and how they may fit into your retirement portfolio.
If you are thinking about selling an investment property, non-owner occupied property or vacant land, you should consider structuring the transaction as a 1031 Tax Deferred Exchange.
Reverse mortgages are a relatively new product to the financial industry. A reverse mortgage can be very beneficial especially for seniors who have run out of assets to draw from to maintain their standard of living.
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