It’s a good idea to have a will so any assets left behind go to the people or organizations you choose – and not to legal fees, taxes, and heirs chosen by a probate judge. Take control of your future and make a plan. Read this week's blog to learn how working with a professional advisor can help you with the process of creating your will.
According to a study, employees who exercise regularly (that means at least three hours each week) earn nine percent more, on average, than employees who don’t.
While a retirement shortfall isn’t news, few people recognize it does not affect everyone equally. Women are 80% more likely than men to be impoverished early in retirement, reported the National Institute on Retirement Security. We call this Bag Lady Syndrome and there are 5 actionable steps women can take to avoid experiencing a retirement savings shortfall.
Do student loans teach responsibility or foster a lifelong over-reliance on debt? Are parents who pay their kid's way through college modeling self-sufficiency or martyrdom? Does requiring a student to get a job during the academic year instill work ethic or workaholism?
Socially Responsible Investing (SRI) is becoming more and more popular and it’s here to stay...You can choose to invest in companies that you believe in... and avoid those that you don’t!
If thinking about retirement makes you a bit queasy, it’s likely you haven’t prepared as well as you should. The good news is developing and implementing a retirement plan is fairly straightforward. Here are a few steps that can help boost retirement confidence.