The Many Forms of Fixed Income
Looking for yield? Treasuries aren’t your only choice. You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows
Making Decisions About Life Insurance
Life insurance choices can be confusing. Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home insurance, then hope we
2021 Limits for IRAs, 401(k)s and More
Numbers to know for 2021. On October 26, 2020, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to
Markets & Marriage
How your investment strategy is like a long-term partnership. Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be an argument
Retirement Blindspots
Some life and financial factors that can sometimes be overlooked. We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So,
Robo-Advisors vs. Human Financial Professionals
Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested assets in the hands of
Interest Rates and Your Mortgage
With the Federal Reserve keeping interest rates at or near zero, you may wonder about your mortgage. Is it a good time to refinance or even pay off the debt entirely? After all, your
Managing Money as a Couple
When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you
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 would like to provide the name and