It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.
A few realities that must be acknowledged. Shopping for life insurance means paying attention to detail. In scrutinizing these details, however, some fundamental, big-picture truths may be ignored. If you want to renew or upgrade
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
Someday, you or your parents could be at risk. You may know victims of financial elder abuse. According to a new Wells Fargo Elder Needs Survey, almost half of Americans do.1 As you read or
It addresses a significant financial risk. If you buy a home and you have no life insurance, there is a financial risk. It may not be immediately evident, but it must be acknowledged – and
Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more
Resist the temptation. Your future self will thank you. Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement
Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for
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
Signs that can tip you off. How many cars and trucks were damaged by floodwaters in 2017? Perhaps as many as a million. Some estimates say as many as 500,000 vehicles were waterlogged in the