Blog
Diversification, Patience, and Consistency
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification.The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
Conquering Retirement Challenges for Women
Conquering Retirement Challenges for Women When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1...
Are You Ready for Your Portfolio to Make a Difference?
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
Tax Deductions You Won’t Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Making A Charitable Contribution
There are benefits and limitations when you decide to donate stock. Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Mortgages in Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
Retirement Seen Through Your Eyes
How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.
Dog Bites Neighbor. Now What?
In 2023, there were 19,062 dog bite claims nationwide, totaling aggregate damages of over $1 billion, according to the Insurance Information Institute. For most homeowners (and renters), a standard policy generally covers any legal liability that may result from their dog biting or harming another individual.