Scammers are targeting seniors at a rate higher than ever before. From targeting them online to the telephone and even in person. Yes in person! These individuals prey on seniors by being kind and helpful and are very good at gaining their trust. They also will take an approach that time is of the … [Read more...] about Elder Scams: What to Look Out For
The financial news focuses on stock market volatility and where the market is heading. No one can predict where it will go. The best way to invest is to stay in the market - buy and hold. And, of course, to continue to invest on a regular basis. Don't focus on the noise of the financial media. … [Read more...] about VIDEO: Is the Financial Media a Help or a Hindrance
I was at the mall (yes - I am trying to help the stores) and passed by a bulletin board with the following header “NEVER RETIRE”. This caught my attention as the prospect of never retiring is not one that is commonly stated, especially as much of our concern is retirement planning. However, when you … [Read more...] about Never Retire…Keep Moving!
Previous generations saved money to their portfolios with no intention of selling in the short-term, because they needed that money for the long-term. Our ancestors had the advantage of not being distracted by the 24-hour news media. When you are constantly reminded of investments, the best thing to … [Read more...] about VIDEO: What Can We Learn From Previous Generations About Investing
Spring is here! After being inside all winter and with temperatures rising, most people jump at the chance to go outside. And for many, the first thing they look to do is clean up their yard and start gardening. Seeing flowers blooming and trees blossoming makes people feel happy and hopeful. And we … [Read more...] about Spring Gardening Tips
When creating your estate plan many people only think about their physical property and financial assets. Now in the digital age you need to also plan for your digital assets. These days almost everyone has a computer and a smartphone with many storing information in the cloud. You have a lot of … [Read more...] about Estate Planning for Digital Assets