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Daily Archives: March 10, 2020

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Does Your Portfolio Reflect Your Risk Tolerance?

Blog, budgeting, Financial Planning, Investments and Trading, Risk ManagementBy Kevin H.March 10, 2020

There are many types of risk associated with investing. Understanding each type and the effect it may have on your portfolio returns is crucial to your long-term investing success When it comes to investing, many people associate risk with losing money. But investing entails different types of risk. Understanding each type — and the potential

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Debt Should Retire When You Do

Accounting Tips, Blog, budgeting, Debt, Retirement Planning, Tax Planning, Wealth ManagementBy Michael B. McGinley, CFP ®March 10, 2020

While credit cards can be convenient and often come with useful features, it’s important to minimize debt when retirement is near. These days, having a credit card is practically a necessity, even when you are retired. It’s hard to do things like buy airline tickets, rent a car, or place an order online without one.

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Budgeting for Baby

Blog, Estate Planning, Retirement Planning, Tax PlanningBy Lauren HuntsmanMarch 10, 2020

Expecting a new arrival? Learn how to budget for your growing family, including child care, insurance, and parental leave. Starting a family is truly one of life’s most fulfilling experiences. Unfortunately, it can also be among the most expensive. Many parents could spend more than $200,000 during a child’s first 18 years. As you consider

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Beyond Retirement: What About Your Other Goals?

401k, Blog, Market Outlooks, Retirement PlanningBy Kevin H.March 10, 2020

In addition to saving for retirement, there may be several other major financial goals you’ll need to juggle in a lifetime. Let’s say that at the age of 25, you earned $35,000. If your salary increased at the average historical rate, you’d have earned nearly $2 million in total by the time you were 65.1,2

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