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 because...
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 1930s, U.S....
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 intervals to adjust what’s not working. Build up your emergency...
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, are your heirs interested in owning and operating your family home? Are they willing and able to...
A: As our lives become more digitally integrated, our data becomes more valuable. Here are some best practices to help minimize the amount of your information data collectors can access. Turn off personalized ads Many of the largest ad space sellers, particularly...
A: Creating a “care team” for your elderly parents is a smart move. Here’s a list of suggested professionals to use for helping to support your parents. Healthcare advocates Medical specialists Elder law attorneys Transportation experts Senior move managers Care...
