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]
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]
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]
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]
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]
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]
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]
Thursday, 5 February 2009 15:28
by
Andy
We never want to think about it but what if your parents are really not prepared as much as you would hope them to be for their retirement or for some unfortunate event. It’s never easy to have that discussion with your parents and you certainly don’t need to analyze financial statements but you should have the discussion on a few of the basics… [More]