Thursday, 3 June 2010 10:47
by
Andy
Even though summer is almost here, you can still take a couple of actions to “spring” clean your investment portfolio for 2010. [More]
Tuesday, 20 April 2010 14:36
by
Andy
That depends on how much you have saved and how you expect to live in retirement. Living a carefree life of travel requires a different amount of savings than a life of simple existence with part-time income [More]
Tuesday, 2 March 2010 08:25
by
Andy
Your retirement portfolio may have survived the last couple of years of recessionary pressures but it is prepared for what might be next? Some experts are concerned about a new portfolio concern, inflation is on the horizon. [More]
Saturday, 16 January 2010 15:46
by
Andy
There are many times in your life that a decision you make will have lasting and long term consequences on the rest of your life. Choosing a financial advisor can be one of those decisions that profoundly impacts on the rest of the future, either positively or negatively. [More]
Monday, 14 December 2009 08:38
by
Andy
As the year is winding down, now is a good time to start tax planning strategies, both for the current year taxes but also for the upcoming tax year. If you wait until April 15th to make changes to your tax situation you will have lost over one quarter of the year. [More]
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]
Wednesday, 28 October 2009 09:27
by
Andy
Retiring early sounds good to many boomers who want to move on to their next phase of life. However, one obstacle to realizing that dream is how to be covered by health insurance until becoming Medicare eligible. Don’t let that be the one item that keeps you from realizing your dream. Here are a few ways you might be able to get coverage until Medicare. [More]
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]
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]
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]