Financial Journey

Understanding RiskUnderstanding Risk

Understanding Risk

Few terms in personal finance are as important, or used as frequently, as "risk." Nevertheless, few terms are as imprecisely…

7 years ago
Dollar Cost AveragingDollar Cost Averaging

Dollar Cost Averaging

If you haven't started investing towards a long-term goal because you're worried about short-term market volatility, consider using a popular…

7 years ago
Investment Planning throughout RetirementInvestment Planning throughout Retirement

Investment Planning throughout Retirement

Introduction Investment planning during retirement is not the same as investing for retirement and, in many ways, is more complicated.…

7 years ago
Mutual FundsMutual Funds

Mutual Funds

What is a mutual fund? A mutual fund is an investment company that pools money from many people and invests…

7 years ago
Setting Financial and Investment GoalsSetting Financial and Investment Goals

Setting Financial and Investment Goals

Setting financial and investment goals Setting goals is a very important part of life in general and in financial planning…

7 years ago
Introduction to Investment PlanningIntroduction to Investment Planning

Introduction to Investment Planning

What is investment planning? The investment planning process If you're fortunate enough to have money left over after paying the…

7 years ago
Housing Options for Older IndividualsHousing Options for Older Individuals

Housing Options for Older Individuals

As you grow older, your housing needs may change. Maybe you'll get tired of doing yardwork. You might want to…

7 years ago
Medicaid Planning Goals and StrategiesMedicaid Planning Goals and Strategies

Medicaid Planning Goals and Strategies

Why is Medicaid planning important? Aging is inevitable, and a gradual (or not so gradual) inability to function independently is…

7 years ago
Buying Supplemental Health Insurance: MedigapBuying Supplemental Health Insurance: Medigap

Buying Supplemental Health Insurance: Medigap

Medicare won't cover all of your health-care costs during retirement, so you may want to buy a supplemental medical insurance…

7 years ago
Understanding Long-Term Care InsuranceUnderstanding Long-Term Care Insurance

Understanding Long-Term Care Insurance

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term…

7 years ago