What Happens When Someone Dies? Misconceptions Regarding Estate Planning

What happens when someone dies? This question has come up recently, and it’s an important one.  On the one hand, there are important options you may have if you become an inheritor or an executor for the estate of a loved one.  On the other hand, there are simple things …

Time to Fund Your IRA

The Deadline is Fast Approaching! Time to Fund Your IRA Your mind may be preoccupied with gathering last year’s financial information in order to file your tax return, but don’t let this window slip by you… the window of opportunity to impact your future retirement.  Each year, you have until …

“Love and Money”

With Valentine’s Day behind us, and the temptations of “Spring Fever” ahead, it’s an appropriate time to think about the topic of relationships and finance.  An interesting study conducted by TD Bank in 2015 reveals these money stats: Among respondents who said they talk about money at least once per …

Retirement Readiness 3

Retirement Readiness We’re often asked for tips on how to create a successful retirement.  We think this such a great question that we’re devoting a new column to this topic.  In each newsletter, you’ll find one “tip” we’ve found to be invaluable on the path to retirement victory.  We hope …

Retirement Readiness 1

Retirement Readiness We’re often asked for tips on how to create a successful retirement.  We think this such a great question that we’re devoting a new column to this topic.  In each newsletter, you’ll find one “tip” we’ve found to be invaluable on the path to retirement victory.  We hope you …

Staying On Track

How Do I Know If I’m On Track You’re saving and investing.  You feel that you are working towards your financial goals.  But how do you know? Here are FIVE quick steps you can do to “take your financial pulse” and help make sure you stay financially healthy. Check Your …