Posted by Roger Johnson, CFP®, AIF® Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions […]
Eleven Ways to Help Yourself Stay Sane in a Crazy Market Read More »
Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health. We have three grandchildren age 5 and under. We want to set up a trust for them which will hopefully help with their college tuition. Our plan is to contribute to it periodically as we
A Grandparents’ question Read More »
Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you in figuring out certain financial planning questions: Rule of 72 Take any rate of return and divide it into “72” to figure how may years it will take to double your money. For instance, at
The Way I Figure It… Read More »
Posted by Nancy Hecht, CFP®, AIF® Opposites often attract but when it comes to saving money for the future, this may not be a good thing. Here are three things to look at to help you get on the same page.
Why won’t he save money? 3 tips to get your Spouse on the same page Read More »
Posted by Gary Abely, CPA, CFP®, AIF® For many investors, the start of 2016 has been anything but happy. We are often asked two questions by our clients, “What causes a bear market and how long do they last?” and “Is the current market correction the beginning of the next bear market”. First, let’s define
Posted by Denise Kovach, CFP®, AIF®, NSSA® A good thing to ask yourself is, “Where am I?” “Am I spending too much money and saving too little?” “Do I have life insurance, disability insurance, and health insurance?” “Are my beneficiaries correctly listed on my insurance and retirement accounts?”
Things you can do to brighten your financial outlook Read More »
Posted by Joe Bert, CFP®, AIF® With all the focus on the recent large lottery power ball at stake, Kiplinger asked Joe Bert for his views – What If I Win? It can be a blessing…or a curse. You’ll need help sorting through the decisions surrounding sudden wealth.
You Win the Powerball Jackpot. What Now? Read More »
Posted by Roger Johnson, CFP®, AIF® Calculate your net worth and set goals for the New Year. Knowing your net worth is key towards growing it. Each year in January, tally your current assets and liabilities to figure out your current net worth, then work on building it from there. Make sure you have a
11 Ways to Improve Your Finances in 2016 Read More »
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