Month: September 2020

Investing in an Election Year

The world’s events always affect the markets, and making smart investment choices requires you to look at what’s happening around the world. But what about during an election year? How should you invest while the country is deciding which direction to take? Regardless of which side of the political spectrum you prefer, you may want to Investing in an Election Year

12 Estate Planning Must-Dos

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to review. Do you have a will and powers of attorney for health care and property? These are part of every complete estate 12 Estate Planning Must-Dos

How Much Do You Need to Retire?

Picturing yourself as a retiree may be hard if not impossible. But if you could envision those future years, you’d probably see a life full of activity and decades of health, happiness, and prosperity. No rocking chairs and lap shawls need apply. The reality, however, is probably somewhere in between. The problem with the picture How Much Do You Need to Retire?


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