Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up [...]

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of [...]

Smart Financial Steps After College

A to-do list for the twentysomething.  Did you recently graduate from college? The years after graduation are crucial not only for getting a career underway, but also for planning financial progress. Consider making these money [...]

Will Debt Spoil Too Many Retirements?

What pre-retirees owe could compromise their future quality of life. The key points of retirement planning are easily stated. Start saving and investing early in life. Save and invest consistently. Avoid drawing down your savings [...]

Good Financial Steps to Take When You Get Married

Good Financial Steps to Take When You Get Married If you’re going to say “I do,” here are some things you might want to do. Are you marrying soon? Have you recently married? As you [...]