Times of uncertainty such as these may fill you with uneasiness and a desire to do something – anything! Instead of selling off all of your investments and hiding your cash in a coffee can in the back yard, here is a list of productive financial actions you can do now to take advantage of a bear market.
Your financial health has an impact on your overall well-being, so here are some serious and fun ways that you can make better decisions with your money. MAKE A PLAN TO REDUCE DEBT INCREASE 401(K) AND SAVINGS CONTRIBUTIONS A 401(k) is a primary source for retirement savings. Increase your contribution this year – it should only take a couple of …
College is quickly becoming more and more expensive. Learn about a few options you have to make the most of your planning and investment in the future.
According to a survey completed by TD Ameritrade in 2019 on the “Boomerang Generation”, 50% of young millennials (aged 22-28) plan to move back home after college. 1 in 3 of these millennials move home for more than two years. While the majority of parents say they will gladly welcome their children home after college, most parents also expect to …
New Year’s resolutions often address behavior changes such as exercise and diet. But your financial health has a big impact on your overall well-being.
With the passing of the SECURE (Setting Every Community Up for Retirement Enhancement) Act at the end of December, you may be asking how or if this impacts your financial plan. A few of the bigger changes are highlighted here.
As we start a new decade in the new year, below are a few simple ideas to give your financial life a head start. Reassess Your Goals – Reassessing your financial goals each year is a great way to set yourself and your family up for success, and it doesn’t have to be a painful process. Maybe you’d like to …
One of the most common questions advisors are asked is: “How should I be invested?” Determining asset allocation is not a one-size fits all process. While it may be easy to pick a balanced, middle-of-the-road portfolio or base investments on age or income, those may not be the best strategies to achieve your goals. An advisor can help you see …
Health savings accounts (HSAs) are the best savings and tax strategy in many years because they are triple tax-free.
One of the most common questions advisors are asked is “How should I be invested?” and unfortunately, there isn’t a simple answer. Determining asset allocation is not a “one-size fits all” process nor should it be based solely on your age or income. While it may be easy to pick a balanced, middle of the road portfolio, does that actually help solve …
