Renovations to Your Home
For some homeowners, their homes are their most valuable asset. And for most people, the second most valuable asset tends to be far behind that.
Understanding Your Needs and Wants
We all have needs and wants, but many people have a hard time distinguishing between the two. This article will combine elements of Mick’s book with ideas from other source materials.
Does the 4% Rule Still Work?
The 4% rule is a retirement rule that provides a high-level guideline for how much retirees can consider withdrawing from their accounts each year. We’ll look at the pros and cons of the rule and show why a personalized approach creates more flexibility.
12 Days of Christmas Checklist
Let’s keep the holiday spirit alive with an upbeat article with the help of the popular song “The Twelve Days of Christmas.” The checklist will include some simple–and some surprising–tasks.
An Inside Look at Online Fundraising Platforms
We all get them from time to time. A request from a family member or friend for an online contribution to sponsor some event. But what are these online fundraising platforms all about?
Who is a Trusted Contact?
A trusted contact person is an individual who we can contact if we have concerns about your accounts. This article will help you determine the best person to select.
Market Pullbacks and Corrections
Volatility is the price we pay for investing, but sometimes market moves can be unsettling. This article will show that pullbacks and corrections are a normal part of the investing cycle
Rightsizing for Retirement
From time to time, you’ll hear about the benefits of downsizing in retirement. But what are the pros and cons of downsizing, and what factors should you consider before making a decision?
How to Assess Your Medicare Coverage
Medicare open enrollment starts on October 15. This article will offer some ideas and suggestions for how to determine if you should consider changes to your coverage.
Quiz: Caring for Aging Parents
Too often, families put off caring for aging parents by avoiding difficult discussions. This article urges you to take a proactive approach. It also shares some insights about what’s important to aging parents.
