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American retirees expect to leave an average inheritance of nearly $177,000 to their heirs. As tempting as it may be to pay cash for that cherry red Ferrari you had a poster of during your teenage years, it’s important to be strategic with a significant windfall. Consider the following steps when you learn of an upcoming inheritance to ensure that every dollar will benefit your and your family’s future.
Read MoreBuying life insurance is a lot like wearing a seat belt. While you don’t hope to use it for its intended purpose, you (and your family) will be happy and relieved it’s there in case you do. Consider these tips before embarking on your search for life insurance.
Read MoreNobody likes seeing any of their investments drop in value. Likewise, not many are excited at the prospect of paying a lot of taxes, especially if avoidable. Losses in a portfolio can be used to offset gains (and even income) through tax loss harvesting. As they say, if life gives you lemons, make lemonade!
Read MoreInvesting can be complex, just like properly training for a half marathon. And make no mistake, investing, especially for retirement, IS a marathon. Like with any long-term endeavor, proper preparation can make all the difference. Consider these strategies as you assess your own retirement savings.
Read MoreYou work hard for your money! Shouldn't it work hard for you? Consider the following points before you get started with your own investing.
Read MoreAn increasing number of investors are looking beyond returns and cost to satisfy their criteria for a “good” investment. Today, investors want their money to do more than fuel their own personal goals.
Read MoreBuilding a cash reserve is one of the most important foundations to building a sound financial plan.
Read MoreBrokers are butchers selling products, while Fiduciaries are dietitians looking after your health.
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