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Investing
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.
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.
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.
Safeguard Your 401(k) in Down Times
There are steps you can take to help stem the flow of money out of your retirement accounts.
