July 18, 2017
Passive Indexing has Evolved
Because the mutual fund has been around for many decades, more people understand this structure of investment than the exchange traded fund (ETF), particularly because most have been exposed to the mutual fund within their 401(k). With passive indexing, there […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
June 5, 2017
Turning 30 and Getting Serious About Finances
Throughout her 20s, Nancy Corwin dreaded the day she turned the big 3-0.1 . “Then the day finally came—and went.” And it was no big deal,” said Nancy. “It was really sort of a letdown after all that worrying,” she […]
Ever wonder if you should have more contact with your financial advisor? We’ve been meeting with people for years who are moving from financial advisors for reasons that almost always include a lack of contact. Beyond receiving your account statements […]
May 15, 2017
What’s Your Risk Budget?
You’ve heard about diversification, you know it makes sense, yet, when it comes to knowing how best to diversify investments, you’re just not sure you know how to do it. We think that one of the reasons it’s hard for […]
May 1, 2017
Taxes in retirement? –What to consider now
Ever dream about your next phase (retirement) and think about how much less in taxes you’ll pay? Careful, it’s not always the case that you’ll pay less tax. Most people think about what that next phase looks like in terms […]
Wow! Those letters after your financial advisor’s name look important don’t they? Any idea what your advisor went through to obtain them? Well, we can tell you because we’ve been through it… Ever see the CFP® marks after someone’s name? […]
April 3, 2017
Job Change? Here’s a Financial Checklist to Help
There’s a lot to think about when you change jobs. Checklists like this one just might help. As you look forward to starting a new job, it’s important to consider how you will manage your finances while making the transition […]
Of course we don’t want to think about needing long-term healthcare. We like to imagine that somehow we will fall outside of the fate of 70% of people who will need some form of long-term care during their lives (U.S. […]
While you were on summer break…