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Home Improvements: Which are worth the investment?

Tuesday, 17 November 2009 16:59 by Andy Maybe you have decided to stay in your current home and renovate or build an addition. The burning question is which home improvements will add value to your home if you decide to sell. Following are a few general valuations to consider with home improvement projects. [More]


Strategies During The Recovery

Friday, 9 October 2009 13:02 by Andy Should I invest? Should I not invest? Will the market rebound in my timeframe? Should I invest only in safe money market funds or can I add some risk to my portfolio? These are questions investors ask themselves during a recovery period, such as the one we are in. [More]


Do I Need a Living Trust?

Tuesday, 29 September 2009 16:06 by Andy There is a lot of conflicting information about living trusts. Some experts say you must have one to keep your estate out of probate court. Other experts say there is no benefit whatsoever to having a living trust. I did a little research and will try to list some advantages and disadvantages of living trusts so you can consider what is best for you. [More]


5 Steps to Recession-Proof Your Portfolio

Thursday, 10 September 2009 22:08 by Andy As we muddle though this recession, here are 5 strategies to think about if you: (a) aren’t happy with the performance of your investments over the past year; or (b) are looking for ways to avoid finding yourself in this same position in the future. [More]


Want to have more to invest?

Monday, 13 July 2009 10:16 by Andy Are you ready to invest more in your retirement savings but just not sure where you will find the extra dollars to invest? Sometimes the best way to increase the funds [More]


Long Term Care Insurance – What to Consider

Wednesday, 24 June 2009 10:39 by Andy What is long term care insurance? How does it work? Who can it help? What should you consider if you decide to purchase long term care insurance? All of these questions are relevant regardless of your age if you are considering this possibility. A decision about long term care insurance is an important part of financial planning. The big reality is that healthcare costs can devastate retirement finances. [More]


Five Investment Actions to Avoid

Monday, 8 June 2009 13:44 by Andy Investing in any economic situation can be difficult and the current environment only heightens how the following mistakes can cause you long term problems if you don’t avoid them. [More]


Knowing your risks can help you manage your risks

Wednesday, 29 April 2009 08:25 by Andy Barron’s Finance and Investment Handbook has a very simple definition of risk: The measurable possibility of losing or not gaining value. To go a little farther, there are several types of risks that can be in your portfolio. Recognition and understanding are key to managing the risk that might be in your portfolio. Following is a brief overview categorizing risk into to four broad areas. [More]


Is a financial plan really worth the cost?

Thursday, 16 April 2009 13:18 by Andy It has always been worth the cost but in these economic times, the value of a sound financial plan is probably even more valuable. Good planners are communicating with you regularly and keeping you updated on your progress along the plan that was developed. [More]

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Plan your progress

Friday, 27 March 2009 13:45 by Andy Retirement is a major life event but there will be several other significant financial events along the way. If you can address some of these concerns you will be better prepared for your retirement years. [More]

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