Be very careful when making even small changes to your assumptions. Cut a pie into 100 slices and what do you have? Barely a nibble. Seemingly an inconsequential share…
Maintaining Your Financial Records: The Importance of Being Organized
An important part of managing your personal finances is keeping your financial records organized. Whether it’s a utility bill to show proof of residency or a Social Security card for…
Figuring Out a 401(k) Strategy That Works for You
Matching your tolerance for risk with your investment objectives. Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest,…
5 Tips for Navigating Medicare in Retirement
One of the main concerns about retirement is health care. As healthcare costs continue to rise, medical bills may quickly derail your retirement plan. The good news is when you…
A Mid-Year Financial Plan Review Makes Sense
The changes you make today might be the benefits you need long-term, Today, many people find themselves inundated by a constant stream of financial news from television, radio, and…