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.
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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?
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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.
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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.
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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.
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Financial Fitness: Take steps to prevent identity theft: secure, shred, protect
How can you protect yourself from becoming a statistic?
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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.
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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.
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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.
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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.
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