With ‘wedding season’ in full swing, chances are you will be attending a wedding that may be a second marriage. Statistically in the US, one third of weddings are a second marriage for at least one member of the...
This summer (June 2017), the Sixth Annual AEGON Retirement Readiness Survey was released. The study took a look at the correlation between good health and being financially ready to retire. Those with good health and a positive attitude were more likely to save and...
Making the decision to cleanse your portfolio by minimizing holdings, just like you minimize your possessions, can have some positive effects. When you take the time to examine what you own, you may make the decision that some things need to go. The same is true...
Free Download: The Wealth Advisor Volume 11, Issue 6 In This Issue: What to do with a confusing, old trust. How to know if you have an outdated trust. Quality estate planning is an ongoing process. You are not trapped by old plans, even when they’re...
Teaching Your Child to Save (and Spend) For those parents that are teaching your children to save, you are providing your children with a priceless lesson. Those children that are taught to save are more likely to save as adults. And those that are taught how to...
Retirement is a time one should enjoy doing what they want to do, always being aware of their spending. Because most retirees have a set income, retirement requires a more ‘savvy’ approach to managing the way money is spent. Some ideas to implement prior to and...
