How To Invest With Less Risk
Investing in stocks has been rewarding for long-term investors. But that reward comes with risk. If you invest long enough, you are likely to experience a 50% drawdown at [...]
Should I Use My Retirement Fund for a Down Payment?
Buying your first home is a memorable experience. It can be hard, however, for young people to save up for a down payment, especially in today’s market when housing [...]
Don’t Make this Mistake with your Estate Plan!
Estate planning involves preparing for situations that aren’t fun to think about. Combined with legalese that can make the process seem more confusing, no wonder people have a hard [...]
Just married? Do these 3 things.
Just married? Do these 3 things. You are officially married—congratulations! As you step into this exciting new chapter of your life, there are a few steps you should take [...]
Strategies to Protect Your Portfolio: Structured Notes
Investors looking to diversify and add protection to a portfolio typically add asset classes like high quality bonds. While relatively safe, you can sacrifice long term returns since the yields [...]
Is Social Security Taxable?
Unfortunately, taxes don’t end once you are retired. In fact, tax planning becomes even more critical once employment ends, as your goal becomes keeping more of what you’ve accumulated and [...]
Five Reasons Not to Work with that Advisor
Partnering with a trusted advisor can help accelerate your financial well-being and provide peace of mind. But how do you find an advisor that is right for you? There [...]
The Senior Income Loan: Making Sense of Reverse Mortgages
Raise your hand if you know a senior living on a fixed income. I'm willing to bet that a lot of hands just went up. It's a common challenge [...]
What Is Probate and How Do I Avoid It?
One of the common reasons people put together an estate plan is to avoid probate. Commercials for estate planning attorneys often scare people about the costs and hassle of [...]
How To Fund a Trust
If you’ve put together your estate plan, you’ve taken a big step toward safeguarding your loved ones. But what comes next? If your estate plan includes a trust, the [...]