Most people think they’ll save more money buying online, but that’s not always the case. Just because you can buy everything online these days, should you? The answer may surprise you. Here’s a helpful article that explains when it’s smart to buy online and when it’s better to choose a brick and mortar store.
If you find yourself “hosting” your grown children after college, here are some surefire ways to help your kids while also keeping collective expectations in check and your retirement fund preserved.
Finally enjoying that well-deserved raise or bonus? One of the biggest threats to our financial security is living beyond our means. How can we stay focused on achieving our financials goals? The next article provides insight on maintaining measured spending despite temptations to upgrade your lifestyle and smart ways to put extra money to work for you.
Sometimes a picture really is worth a thousand words! And, it would be hard to find a better “picture” to explain why it is so hard to predict winners and losers, when it comes to global markets. This table or “Skittles Chart” illustrates how random stock market returns can be from year to year. One year, a particular asset class is a winner, the next it is a laggard. You can also see how a globally-diversified portfolio may help provide a more consistent investment experience.
Just say “no” to clutter! If organizing all your things — both great and small — is a goal for this Spring, here is a smart guide that will show you how to better maximize your living space.
As spring takes hold, it’s a natural time to dig out of hibernation mode and start organizing things…including information for filing your taxes. Learn how important tax breaks for the newly retired may help you get the most out of reaching this milestone. Use this article to help you discuss your specific tax issues with your tax advisor.
Change is the only constant, as they say. One change you or a loved one may be experiencing is the process of signing up for Medicare. This article on 11 common mistakes can help you get the most from important Medicare benefits.
Fear, regret and over exuberance are just a few of even the smartest investor’s enemies. One surprising way to be an even smarter investor is to get in touch with your feelings. This article by Dr. Meir Statman, an expert in behavioral finance (who we have the pleasure of working with), can give insight into different investing personalities, helping you understand why you make certain decisions and how you can curb unproductive investing habits.
Meeting your financial goals can be easier if you are specific, so check out this article that suggests taking a sharp look at your expenses and income opportunities in order to turn those goals into reality. And while most of us find it easy to write down our resolutions, it’s a lot harder to keep them. Find surprising and shrewd ways to stay on your newfound track: