Post Tagged with: "Financial Fitness"

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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.

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.