How to Adjust a Portfolio When Nearing Retirement
Investors who follow the financial media probably have noticed a familiar trend over the years. The financial media is notorious for focusing on the most volatile of investments including stock indexes like the S&P500 and commodities such as Gold. Regardless of...
Curbing the Costs of Health Care
Health care expenses are a major concern for people of all ages, from recent college graduates to those nearing retirement. While it’s impossible to predict how much health care will cost in the future, there are a number of strategies that may help reduce the...
Getting on the Right Financial Track After Graduation
Do you know anyone graduating this year? According to the Project on Student Debt, an initiative sponsored by the Institute for College Access & Success, graduating seniors carried an average of more than $26,000 in student loans in 2011. With that in mind,...
Improving Your Financial Health in 2013
For months, the media has focused on the fiscal cliff—those sweeping tax increases and spending cuts that are due to go into effect on January 1, 2013, unless Congress acts to change them. But that discussion shouldn’t overshadow positive developments in the...
Baby Boomers on the Move: What to Consider If You Are Planning to Relocate
You’ve worked incredibly hard and are finally getting close to retirement. Like many other baby boomers, with your kids out of the house and a surplus of empty space and time, you may have thought about moving. If you are considering relocation, you’ll...Ready to Get Acquainted?
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