Personal Finance Personal Finance



5 Questions Investors Should Ask about Bonds

Bonds may not be the first thing that comes to mind when investors think about their portfolio, but they are an important part of the allocation mix.

6 Money Management Strategies for Retirees

Many people focus their sights on retirement, but the work doesn’t stop there. Here are some strategies for retirees to make the most of what they have saved and make sure it lasts.

Review Investments in Times of Uncertainty

The million-dollar question is “Where should I invest?” That depends on your individual needs and concerns. This would be a good time to review your portfolio with your investment advisor.

Retirement Planning: Take an Inventory of Income and Assets

Making sure that your income in retirement is sufficient to cover your expenses is a critical consideration in deciding whether or not you can afford to make the big transition.

3 Factors Make Equity Income a Viable Strategy

There’s no doubt the past few years have been challenging for most investors. At the same time, three factors have created an opportunity for those who are looking for investments that generate cash.

The Key to Your Business Continuation Plan

Every business owner envisions what it will take to help the company succeed for years to come. Unfortunately, many business owners don’t think about what would happen to their company if a key employee passed away.

The Playbook for Successful Investing

Learn about the importance of managing your risks rather than returns and letting your time frame for returns match the type of investments. Scott also emphasizes the importance of looking for value and not making emotional decisions or being overly influenced by what’s in the news.

Think Twice Before Touching Your 401(k)

Strict governmental rules and penalties are in place to discourage use of those funds for purposes other than retirement.

Creating an Investment Portfolio

Follow these five steps to assure solid investment portfolio management. Financial planners can help create and implement a comprehensive plan.

Getting Organized for Financial Planning

Gathering the information and documents from this checklist is the first step in creating a comprehensive financial plan.

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