submitted by Sasha Fitzpatrick In just a few weeks, students will be heading off to college – and parents will be getting out their checkbooks. Without a college-bound student in your home right now, you might not be thinking much about tuition and other higher education expenses, but if you have young children, these costs […]
submitted by Sasha Fitzpatrick When you’re driving these days, it’s pretty hard to get lost because your smartphone’s Global Positioning System (GPS) can get you just about anywhere. And as an investor, you can have a similar experience by employing another directional tool – a personalized financial strategy. Let’s look at the parallels between your […]
submitted by Sasha Fitzpatrick The long-running coronavirus pandemic has fueled a lot of anxieties – including financial ones. But some people have had far fewer worries than others. Consider this: Among those investors who work with a financial advisor, 84% said that doing so gave them a greater sense of comfort about their finances during […]
submitted by Sasha Fitzpatrick As you know, inflation heated up in 2021, following years of pretty stable – and low – numbers. And now, early in 2022, we’re still seeing elevated prices. As a consumer, you may need to adjust your activities somewhat, but as an investor, how should you respond to inflation? First, it […]
from Sasha Fitzpatrick Sadly, identity theft happens throughout the year – but some identity thieves are particularly active during tax-filing season. How can you protect yourself? One of the most important moves you can make is to be suspicious of requests by people or entities claiming to be from the Internal Revenue Service. You may […]
by Sasha Fitzpatrick If your parents are getting close to retirement age, or are already retired, it may be time to talk with them about financial and aging issues, some of which may involve difficult conversations. For the sake of everyone in your family, don’t avoid these “taboo” topics. You’ll need to be careful about […]
by Sasha Fitzpatrick It’s human nature to want to make things easier for our loved ones – and to have great concern about adding any stress to their lives. In fact, 72 percent of retirees say that one of their biggest fears is becoming a burden on their families, according to the Edward Jones/Age Wave […]
by Sasha Fitzpatrick October is National Retirement Security Month. But what does retirement security mean to you? And how can you work toward achieving it? Here are some suggestions: Build your resources. While you’re working, save in tax-advantaged accounts such as your IRA and 401(k) or similar employer-sponsored retirement plan. In your 401(k), contribute at […]
by Sasha Fitzpatrick It’s been called the “Great Resignation” – the large number of Americans voluntarily leaving their jobs. If you plan to be part of it (ideally with another source of employment lined up), you’ll need to make the financial moves necessary to keep making progress toward your long-term goals. Here’s some background: After […]
by Sasha Fitzpatrick If you’re getting close to retirement, you’re probably thinking about the ways your life will soon be changing. And one key transition involves your income – instead of being able to count on a regular paycheck, as you’ve done for decades, you’ll now need to put together an income stream on your […]