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...
Credit Tightens in China as Central Bank Takes a Hard Lineart
With all the negative daily headlines it can be tough to filter out legitimate threats to portfolios. The event the following article talks about happened in June of this year. It received very little airtime in the press, but it’s one that we took very...
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...
Social Security Claiming Strategies
You may have heard that choosing the right social security claiming strategy can help you and your spouse maximize your benefits. But which strategy is best? What’s the appropriate age to claim? What about spousal benefits? If you’re wondering which path...
Avoiding Inheritance Conflict in Your Family
Even in the most close-knit families, an inheritance can cause a feud if the deceased hasn’t left a detailed plan. You might be thinking, “That would never happen to my family!” Unfortunately, family feuds over inheritances are all too common. To...Ready to Get Acquainted?
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