Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your … [Read more...] about Annual Financial To-Do List
Could Custodial IRAs Help Young Adults Buy Homes?
Some parents and grandparents have that possibility in mind. Individual Retirement Arrangements (IRAs) are for retirement saving, right? Absolutely. Is that their only purpose? Not necessarily. Imagine using an IRA not only to save but to facilitate a home purchase. This would obviously be a … [Read more...] about Could Custodial IRAs Help Young Adults Buy Homes?
Building a Healthy Financial Foundation
How many pieces do you have in place to build a Healthy Financial Foundation? When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your financial “house is in order,” it means it is built on a solid … [Read more...] about Building a Healthy Financial Foundation
End-of-the-Year Money Moves
Here are some things you might consider before saying goodbye to 2021. What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes … [Read more...] about End-of-the-Year Money Moves
Investing During Periods of Inflation
What does inflation mean for your investments? In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows inflation to run above the Fed’s 2% goal for some time … [Read more...] about Investing During Periods of Inflation
Will the IPO Market Heat Up?
Wise investors take the “big picture” view. If the stock market outlook brightens, there are expectations for a bumper crop of initial public offerings to make their debuts over the next several weeks. Somewhere between 90 to 110 IPOs are preparing to come public by the end of the year, which … [Read more...] about Will the IPO Market Heat Up?
Managing Money as a Couple
What are the keys to preparing to grow wealthy together? 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 difficult. At some point, you will have to ask … [Read more...] about Managing Money as a Couple
What Do I Do With All of This Money?
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you millions of dollars in prize money. What are the chances of … [Read more...] about What Do I Do With All of This Money?
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, as you think about your “second act,” you may want to consider some life and financial factors that can … [Read more...] about Retirement Blindspots