Financial wellness
68 posts found
Don’t let the “noise” change your investment strategy
In light of recent headlines, we we’d like to focus on a few points circulating through the news and media in order to dispel some myths. As an investor, it …Read More
Time is money with Social Security benefits
When you start taking Social Security benefits could dramatically affect your quality of life in retirement. You can sign up for benefits any time after age 62, but the size …Read More
Tax differences: Traditional vs. Roth plans
Looking at retirement accounts, two modifiers – “traditional” and “Roth” – dominate much of the discussion. They apply to individual retirement accounts and corporate 401(k) savings plans, as well as …Read More
Active vs. passive investing
Two competing approaches to portfolio management that have different implications for expenses and returns are “active” and “passive” investing. Active investing works on the premise that a human can identify …Read More
Estate planning helps make wishes come true
The “X-factor” in retirement planning is that you don’t know how long you will live. It’s a challenge not only in budgeting for your remaining years, but also in making …Read More