Below you'll find a list of all posts from September, 2018
Sometimes you need a “sounding board” for your ideas and concerns. When you have financial questions or ideas, you need someone to listen. A professional can listen and help provide insight about possible financial moves you could make—plus give you guidance regarding your options. Every retirement saver needs to measure financial progress. Checking in with your financial professional every so …
It may be a wise financial choice. It may be a good idea for a woman to retire later rather than sooner. Leaving the workplace after 65 may help position a woman for slightly greater retirement income and reduce some of the pressure of funding her “second act.” Women tend to receive smaller Social Security payments than men. This doesn’t …
After you marry, to what degree should your financial lives be shared? Many couples who marry also wed their finances together. Whether they partly or fully merge their finances, many couples may see more advantages than disadvantages to taking this step. Some young married couples decide to create joint accounts early. Without a joint checking or savings account, the matter …
A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. There are some good reasons why you shouldn’t. While do-it-yourself wills may be cost-effective and make the process of will creation relatively simple, they also have shortcomings. DIY wills tend toward the basic and …
