Post Tagged with: "Financial Fitness"

Financial Fitness: Well-chosen charitable gifts are a win-win
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Financial Fitness: Well-chosen charitable gifts are a win-win

As we approach the holiday season, you may be thinking about ways to put your money where your heart is.

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Financial Fitness: Annuities — the RRIF alternative

While RRIFs are suitable for most retirees, they aren’t for everybody. For some, an annuity may be a better choice.

Financial Fitness: Socially responsible investing
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Financial Fitness: Socially responsible investing

If you’re concerned about social and ethical issues, why not speak out with your investment portfolio?

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Financial Fitness: Is your investment portfolio healthy?

Why not extend the concept of fitness to other areas of your life – such as your investment portfolio?

Financial Fitness: It’s time for financial Spring Cleaning
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Financial Fitness: It’s time for financial Spring Cleaning

Spring is in the air! This year, as you shake off the cobwebs from winter and start tidying up at home, why not also do some financial Spring Cleaning?

Financial Fitness: Overcoming roadblocks to a comfortable retirement
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Financial Fitness: Overcoming roadblocks to a comfortable retirement

Of all the destinations you can identify, few will be as important as retirement — specifically, a comfortable retirement.

Financial Fitness: New Year (Financial) Resolutions
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Financial Fitness: New Year (Financial) Resolutions

We’re about to open the door to 2017, so you might be thinking about New Year’s resolutions. What’s on your list this year?

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.