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Everyone’s goal in the world of investing is a secure financial future. But it could be that your bottom line, is being victimized by the deadbeat of the financial world, “lazy money.” “Lazy”money is money that just sits there, not ...

It’s the dream retirement many people anticipate for decades. Hanging out around the pool all day. Playing one round of golf after the other. Finally reading that teetering stack of books on the nightstand. In retirement, every day is Saturday ...

Your future and retirement are perhaps not something you have at the forefront of your mind. Daily life gets in the way. You have your bills to pay, maybe a family to support. We can sometimes be too focused living ...

Is the quest to “keep up with the Joneses” sabotaging good judgment and preventing successful individuals from building a solid financial future? For many, it is. The ‘I want it, so I’ll buy it’ phenomenon has contributed to short-term opulence ...

Thinking about retirement abroad? Before you make an offer on that can’t-miss beachfront property, you need to make sure that you’re familiar with FATCA—the Foreign Tax Compliance Reporting Act. FATCA was passed in 2010 and officially took effect on January ...

Cutting the Financial Cord Now, more than ever, adult children are relying on their parents for financial assistance. While economic uncertainty and a competitive job market have hindered the financial maturity of many post-collegiate kids, it may be in everyone’s ...

[one_fourth last=”no”]…[/one_fourth] Recently, the Obama Administration proposed a change to the laws regarding grantor trusts. If the new tax takes effect, all grantor trusts will be included in the grantor’s estate. That’s the bad news. The good news is that ...

Could You Benefit From a Social Security Do-Over? If you’ve done any Social Security planning, you’re probably aware that you’ll get a larger check if you put off claiming benefits until age 66 or even 70, rather than starting at ...

Investment Principles: Diversification and Asset Allocation When it comes to the complicated task of growing your wealth, how do you develop an investment strategy that works for you? For many people, the answer lies in diversification and asset allocation. Diversification ...

At some point in our lives we may ask ourselves: “If I die and have debt, who or what will be responsible for paying back those I owe?”The laws regarding debt after death are defined by each state so there ...

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