Post Tagged with: "Financial Fitness"

Natalie Bercovici (far left) and volunteers prepare gifts for needy children. (Photo courtesy of Generations Foundation)
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Financial Fitness: Everyone benefits from charitable gifts

As long as you choose groups that meet the right criteria, your generosity can also be rewarding to you, in the form of tax benefits.

See-saw by Dave Heinzel, courtesy of stock.xchng.
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Financial Fitness: Balanced portfolio still important for retirees

By spreading your investment dollars, you can give yourself more opportunities for success while reducing the impact of volatility on your portfolio.

Financial Fitness: Investing is a marathon, not a sprint
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Financial Fitness: Investing is a marathon, not a sprint

The marathon can teach us much about life — and it certainly offers lessons for investors.

Financial Fitness: Take steps to prevent identity theft: secure, shred, protect
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Financial Fitness: Take steps to prevent identity theft: secure, shred, protect

How can you protect yourself from becoming a statistic?

Financial Fitness: How to avoid financial golf yips in retirement
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Financial Fitness: How to avoid financial golf yips in retirement

If you’re a golfer, you know the joys of the game. But you might not realize that some of the lessons you learn.

Financial Fitness: Estate executor plays difficult and crucial role
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Financial Fitness: Estate executor plays difficult and crucial role

Someday your mother, other family member or friend may ask you to be the executor of their estate, or you may ask someone to be one for you. Before you take on the role, or assign it, be sure you know what it will entail.

Financial Fitness: Protect yourself against monetary disasters
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Financial Fitness: Protect yourself against monetary disasters

It’s not something anyone wants to think about, much less discuss, but your financial strategy needs to protect the assets and lifestyle you’ve worked so hard to create.

Financial Fitness: How to choose an investment adviser
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Financial Fitness: How to choose an investment adviser

There’s a lot to know about investing so getting professional help is a good idea.

Financial Fitness: In a volatile market, remain calm
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Financial Fitness: In a volatile market, remain calm

In recent months, stocks have fallen sharply from their record highs, with one-day drops that can rightfully be called “dizzying.” As an investor, what are you to make of this volatility?

Financial Fitness: Don’t get trampled by the herd
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Financial Fitness: Don’t get trampled by the herd

Every year in early July, thousands of people “run with the bulls” in Pamplona, Spain. While the event is exciting, it is also hazardous, and many runners have been badly injured over the years. As an investor, running with the herd may be just as dangerous for you— if you’re […]