A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
A clear understanding of what wealth looks like to you may help you build a financial strategy.
From retirement savings to living abroad, here are some of our commonly asked questions.
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
Accumulating wealth turns out to be a double-edged sword for business owners. It certainly has its privileges, but it also comes with additional risk exposures. In a 2011 Zogby survey, 92 percent of people with a high new worth indicated concerns over the possibility of home invasions, muggings, kidnapping, and even random street crimes.
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
A will is the foundation of your estate plan and it is essential if your financial affairs are to be settled in accordance with your wishes. If you die without a will, or “intestate” as the law refers to it, essentially the state becomes your executor and your property will be distributed according to its laws.
While homeownership is a goal for many, there are a few things to consider before looking to buy.
When John recently lost his wife Betty to cancer, their children were surprised to find out that neither John nor Betty had life insurance. As a result, the children ended up paying the cost of the funeral, and John, currently on a fixed income, is left contemplating whether he can afford to stay in the home they had lived in for over 25 years.
If you have read any literature on retirement planning or have received advice from a financial professional, chances are you were presented with the 70% rule, the one that suggests that retirees will need between 70 and 80% of their pre-retirement income in order to maintain their standard of living.
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
