I am not afraid of storms, for I am learning how to sail my ship. - Louisa May Alcott What To Know About Reviewing Your Employee Benefits Perhaps you want to... want to make sure your employer-sponsored retirement plan is optimized for your risk tolerance, financial goals, and … [Read more...]
Employee Benefit Review
Accounts to Save More
If you have a surplus of cash on hand that you want to save for the future, which account type should you consider? This checklist provides a structured outline to guide you regarding available and appropriate savings strategies: What Accounts Should I Consider If I Want to Save More? This … [Read more...]
Five Keys to Investing for Retirement
Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. 1. … [Read more...]
What Issues Should I Consider at the Start of the Year?
The start of the year is a great time for a financial check-up. As you reflect back on the prior year, you may be motivated to consider making changes for the future. If you are looking to make a fresh start this year, here is a checklist that covers fundamental financial considerations: What … [Read more...]
Merging Your Money When You Marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your … [Read more...]