South & Southwest Fort Wayne Indiana News
When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. You’ll have many questions: What sort of arrangements should I make? Who should get what? And when? How can you address these and other
As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you may want to get some help – from more than one source.
Specifically, you might want to put together a team comprised of your financial advisor, your CPA or other tax
Think about your loved ones. What will their future be like? Can you picture them living in your house many years from now? Can you picture your children going to college? Can you picture your spouse or partner enjoying a comfortable retirement? These are all pleasant visions – but what if you weren’t
When interest rates rise, the value of your fixed-income investments, such as bonds, will typically fall. If this happens, how should you respond?
First of all, it’s important to understand this inverse correlation between interest rates and bond prices. Essentially, when interest rates rise, investors
As the year winds down, you may want to look ahead to see which areas of your life you can improve in 2019. Perhaps you’ll decide to exercise more, eat healthier foods, reconnect with old friends or volunteer at a school or charitable organization. All these goals are certainly worthwhile – but
Winter is here again – which may make you wish you were somewhere else. You might be thinking how pleasant it would be to become a snowbird and move to a warmer climate for the season. Of course, your stage of life will help determine if you are prepared to be a snowbird now or if you’re just
Add to your IRA. For the 2018 tax year, you can put up to $5,500 into your traditional or Roth IRA (assuming you are eligible), or $6,500 i
Let’s look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?
Essentially, two main factors seem to be responsible. First, some good economic news may
Here is (not quite) a bushel of ideas:
• Plant the right “see
You will find few “off the rack” solutions for dealing with the financial challenges
Here’s some background: In recent months, the Federal Reserve has raised short-term interest rates several times, and given its generall
Everyone’s story is different, involving a range of variables. But here are a few issues to consider:
Insurance – If your kids are through school, your mortgage is n
Are my goals still realistic?
When you first began working with your financial advisor, you may well have articulated a number of financial g
A Roth IRA can be a great way to sav
For starters, identify your s
Here are some suggestions to consider:
•Contribute to your employer’s retirement plan.
If your employer offers a 401(k) or similar plan, such as a
How can you tidy your finances? Here are some suggestions:
•“De-clutter” you
Let’s look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?
Essentially, two main factors seem to be responsible. First, some good economic news may
Actually, you might benefit from the services of a financial advisor duri
Such a checklist might look like this:
Twenty years before retirement:
Try to estimate a “price tag” for your retirement, incorporatin