Tags » Financial Planning

Are You Diversified?

Diversification is a blessing and a curse.  Diversification is a great way to manage risk in your portfolio without trying to time the market.  It will also keep you invested during good times and bad.  611 more words

10 Ways to Earn Passive Income

Having a 9 to 5 job might be luring for those who usually enjoy their own comfort zones but it can eventually prove to be monetarily insufficient. 556 more words

Financial Planning

Property and Health Care Decision-Making Agents for MS Client

We want to share a series of videos (5 total) that demonstrate how Elder Law attorneys can help those with MS.  The forth video focuses on… 172 more words

Estate Planning

Financial Roles: What You Need To Know When You’re Somebody’s Widow

BOSTON (CBS) – If you are married, one of you will become widowed and usually it is the woman who is the surviving spouse. 359 more words

Watch + Listen

Back-to-School Financial Checklist

Any parent knows that back-to-school time equals shopping, which can quickly add up. How is it that your kids always seem to require brand-new everything each year? 468 more words


Living annuity drawdown rates up in 2016

According to a media release yesterday from ASISA*, living annuity policyholders withdrew on average 6.62% of their capital as income in 2016, which represents a marginal increase in the 6.44% living annuity drawdown rate recorded for 2015. 383 more words

Financial Planning

Reflections on a New National Low Inventory Figure

Our attention has just been drawn to what is really quite a staggering statistic on low inventory of available homes across the nation.

According to the latest  794 more words

Real Estate Buyer