It’s the time of year we start to think about what changes we’ll make in the new year. Maybe we have fitness goals, nutrition goals, or our happy place: financial goals. It’s never a bad time to work on getting your financial health in order. As you start to think...
You may be thinking that you can do-it-yourself for your financial planning and investment management, as DIY seems to be the choice of many these days. With all the technology we have at our fingertips, it might seem that finance apps, retirement calculators, or...
You have all the balls in the air, and you juggle them well. But do you feel confident you’re prepared for the future? According to a study from Ameritrade, 84 percent of women manage their household finances. However, only 12 percent of those surveyed said they were...
As the seasons change and the days start to get chillier, market trends are calling for doom and gloom in the economy. Some argue that a recession is inevitable if not already here. What exactly does this mean and what should Americans do if, in fact, we are in a...
Is the 4 Percent Rule Still Relevant? You may have heard the rule of thumb describing that it’s “safe” to withdraw a certain percentage of your investments each year in retirement. While “rules of thumb” can be guides in decision-making, they should NOT be driving...
