Tag Archives: financial planning

08Feb/18
bucket approach

Try the Bucket Approach

Try the Bucket Approach. Constructing a portfolio this way may help you ride through a bear market in retirement. Stocks sometimes retreat. That reality can be overlooked in a long bull market.Read More…

05Dec/17

Talking to Your Heirs About Your Estate Plan

They should not be left ill-informed or unaware. Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for theRead More…

09Aug/17

The Unexpected Costs of Caring for an Aging Parent — my LifeSite

According to data collected by the National Alliance for Caregiving, there are over 66 million family caregivers in the United States. That translates to nearly 40 percent of the U.S. adult population…aRead More…

03Aug/17

Strong Earnings Push Markets Higher

Bob Carey, Chief Market Strategist at First Trust Advisors L.P., discusses the latest developments in the market and takes a look ahead. via Weekly Video – Strong Earnings Push Markets Higher — FirstRead More…

28Feb/17
robo-advisors vs human advisors

Robo-Advisors vs. Human Advisors

If an investor chooses a non-human financial advisor, what price could they end up paying?  Investors have a choice today that they did not have a decade ago. They can seek investing andRead More…

11Oct/16
Buying a home

How Much Home Can You Afford?

That depends on a number of factors. Check on them to see if you are ready to buy. Does buying a home make sense for you financially? It may or may not,Read More…