Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand–from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you secretly dread will actually take place–that someday they will be grown, independent, and ready to move out […]
The Joys and Financial Challenges of Parenthood Read More »
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The
Merging Your Money When You Marry Read More »
Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and the unpredictable future of consumer prices, most people don’t even know where to begin. Here are some suggestions to help you get started. Determine your
Saving for Retirement Read More »
You can use a variety of strategies to pay off debt, many of which can cut not only the amount of time it will take to pay off the debt but also the total interest paid. But like many people, you may be torn between paying off debt and the need to save for retirement.
Pay Down Debt or Save for Retirement? Read More »
51% of affluent investors — defined as those who have total investable assets of $500,000 or more — say they are concerned about being financially secure in retirement. That’s according to a survey from Personal Capital in conjunction with ORC International, which asked 1,000 affluent Americans what concerns they have about financial planning. Other major
For couples planning to get married, a meeting with a financial professional is an increasingly important step along the way, advisers say. It’s a “function of the fact that people are accumulating assets before marriage, getting married later in life, and seeing more and more people getting divorced,” says Lawrence D. Mandelker, a trusts and
Come Jan. 1, 40% of Americans determine to be nicer, eat healthier or quit smoking—and stick to that plan for months after. A majority don’t succeed.There’s even an unofficial holiday called Ditch New Year’s Resolution Day on Jan. 17 to acknowledge those failures. People may not follow through because they’re making the wrong kinds of
Which New Years Resolutions Are Most Likely To Stick? Read More »
The holiday season is upon us—and with it, Salvation Army Santas standing on street corners, ringing their bells and imploring us to give. They are a great reminder of the generous spirit of the season. But how many of us, if we’re honest with ourselves, go out of our way to escape from these solicitations,
How To Suppress Your Inner Scrooge Read More »
What to buy recent retirees to transform their quality of life; Retirement can be a stressful transition, but these gifts will ensure your loved ones get the most out of it This story is part of a new MarketWatch series, “Gifts that pay off.” Between now and Dec. 25, we will look at gifts that
What To Buy Recent Retirees To Transform Their Quality Of Life Read More »
Standing in front of an ATM that just ate your cash deposit without crediting your account or issuing a receipt can leave you feeling helpless, and even hopeless. Just ask Linda Murray Bullard, who recently found herself in that situation. Read the rest of the story. Have questions? We can help! Contact us at 407-869-9800
ATM Steal Your Money? Here’s What To Do; Stay Cool. Gather Evidence Read More »
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