Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…
Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your future health will be. In this piece, we explore some of…
Three Questions to Ask Yourself When Saving for a Large Purchase Saving for your next large purchase gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs to consider. Unless you’re expecting to…
Financial Decisions During a Divorce Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest…
Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest decisions the two parties will…
Short Take: Is the Stock Market Expensive? Ever since the Dow crossed the 20,000 mark, we’ve been hearing from various quarters that the party is, most assuredly, over. As we noted at the time (Market Note: Dow 20,000), that milestone is just a number. That…
The world is in a rare state of flux, with a populist, anti-trade president newly installed in the White House, and populist, anti-EU parties on the rise all across the European continent. Economic conditions in the US and abroad, meanwhile, are showing positive trends, but…
Cash Flow Trackers: How to Make Them Work for You How much did you spend at the grocery store last week? What about at restaurants last month? Or on clothes this year? You probably have only a very general idea of the answers to these…
Tips to Thwart Tax Thieves Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity….