Q: I’m retired. How can I keep my savings working for me? A: You’ve spent many years saving in preparation for retirement. Now that you’ve arrived, there are still decisions to be made regarding how to turn your retirement savings into retirement income. Just...
Q: What’s the single most important mistake investors make during an election year? A: Before answering that question, it’s critical to keep one thought in mind: According to Capital Group/American Funds, “Over the long term, going as far back as the...
Q: I’m a single parent. Do you have any financial tips? A: Review this checklist to help make sure you’re on the right track. Set up a budget and recalibrate as necessary. The most important part of managing a budget is to check in with yourself at regular...
Q: I’m interested in keeping my home within the family. What are some things to consider? A: Start by speaking with your closest loved ones about your family history, values and plans. Some clear questions will need to be asked and answered: First and foremost,...
Q: What are some estate mistakes I need to be aware of? A: Don’t let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. No plan in place Prince Rogers Nelson did a lot of things right in his life, leaving...
Q: What are some of the benefits of my business participating in charity? A: With your business’s success, it’s only natural you begin to look for ways to give back to your community. Corporate giving will not only be personally fulfilling, but it also...
