Latest
-
Are 60/40 Portfolios Still Relevant Today?
As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most people.
-
Three Easy But High-Impact Moves for Retirees
Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future).
-
How to Leave Money to Descendants But Still Keep Control
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs.
-
You Need a Retirement Contingency Plan: Five Steps to Get It Done
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components.
-
How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
-
How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
-
Are You a Baby Boomer With Too Much Cash? Three Scenarios for What to Do
Investing in the market while the market is high might not seem like a good idea right now, but here are three scenarios to help you decide what to do.
-
Asset Allocation for Retirees: Five Things to Consider
Everybody’s retirement is different, so the answers to these questions can help you determine the appropriate asset allocation for you.
-
Strategic Asset Allocation: Building Wealth With Precision
Certain mindsets are beneficial as you work toward creating wealth that allows the lifestyle you envision.
