One of the areas that regulators have begun to focus on in the investment industry is elder fraud. After hearing about the vicious scams some endured by senior citizens, many by their own families, I’ve become more attuned to the clues that a client or relative of mine might be a victim of. Picture this: […]
Read More
Halloween is a good time to think about what really scares you and the ways you mask or hide behind old habits to avoid facing your financial fears. Maybe you just ignore bills as they arrive. Perhaps you avoid checking your bank balance, credit score, or investment portfolio because you aren’t sure you can handle […]
©Bring Clarity to Your Finances™. Financial Planning is Savvy, Not Scary is a post from Bring Clarity to Your Finances™
Read More
Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.” Apple shares are valued at 246 per […]
Read More
Every day we are bombarded with information. It can be difficult to wade through this sea of data and pick out the material that means anything to us. Of course, it doesn’t help that the existence of 24-hour news channels, social media outlets, and the scuttlebutt around the water cooler make it difficult to avoid. So how do we filter all the noise and get only the information we really need? I’ll offer a few suggestions that have worked for me. Perhaps they can help you. Turn off the news. This was one of the biggest mood lifters and time savers that helped me. I made this decision about 4 months ago and decided to make a conscious effort to not watch the morning and evening news. I also cancelled my newspaper subscription (it wasn’t that great anyway). Consider reducing or elimination your social media usage. This can be hard […]
The post Noise appeared first on Getting Your Financial Ducks In A Row.
Forbes.com discussed the surprising results of research from The Center for Retirement Research as reported by Prudential Financial: “Women in their 50s who are at the most financial risk in retirement are those who are married and in two-income households.“ The research still found risk for women who were married in households with one income […]
©Bring Clarity to Your Finances™. Which Women Face the Greatest Financial Risk in Retirement? is a post from Bring Clarity to Your Finances™
Read MoreCopyright 2014 FiGuide.com About Us Contact Us Our Advisors Login