Core Principle Series - Scenario #3 Beth and her father's land Beth was surprised when the attorney called her. She and her sisters had heard once that her parents had some kind of property in the southern part of the state but no one had ever been able to validate
Core Principles Series - Scenario #1 John and the lump sum of cash As we walk through each of the 10 core principles of smart investing, it will be helpful to have some real life examples of circumstances and decisions that people have made to help with our discussions. John
Ten core principles of smart investing: Principle 1: Don’t put all of your eggs in one basket Principle 2: If it sounds too good to be true, it probably is Principle 3: Urgent and only available today = wrong Principle 4: Follow the money Principle 5: Buy low and sell
Before you retire, take the time to figure out just how much money you'll need for retirement. One of the biggest concerns for retirees is whether their retirement savings will last the rest of their lives-- will they run out of money? Social Security is not the guaranteed source of
Major considerations How much will you need in retirement? When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you know what kind of benefits
These days it's not uncommon for parents to postpone starting a family until both spouses are settled in their marriage and careers, often well into their 30s and 40s. Though this financial security can be an advantage, it can also present a dilemma--the need to save for college and retirement
You may have a very idealistic vision of retirement--doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but the benefit that you get from Uncle Sam may not provide
Real estate has long been among the most popular of all investment options; the family home continues to represent the largest portion of wealth for most. Direct investment in large institutional real estate investment options, long the sole province of banks, pension funds and large corporations, is now available to
Market-Linked CDs offer investors the potential to earn enhanced returns compared to those available with traditional deposit products. A very common method in which market-linked deposits are issued is in the form of principal protected Certificates of Deposit. Designed for buy and hold strategies, the investor profile is broad, including
With more than 10,000 mutual funds now available, and most working Americans contributing to them via their employer-sponsored plans, mutual funds are no longer the mystery they once were. Instead, they're the mainstay of many family's investment portfolios. But if you're new to investing, you may have some questions. What