Balancing Risk and Reward

All forms of investing carry at least some risk – much like life itself. For example, US securities are said to be some of the safer investments available, but nothing

Minding Your Taxes in Retirement

No one exactly looks forward to paying taxes, particularly income taxes. So, you might wonder why anyone would essentially pay their income taxes years ahead of retirement… And yet, that’s

Why Everyone Needs a Net Worth Statement

Those who are highly successful might also be the busiest, with the most responsibilities on their plates. You would think that earning a high income would also translate into excellent

5 Reasons Not to Make Assumptions About Retirement

Retirement is one of the biggest lifestyle changes most of us will ever make in our lifetimes. If you’ve accumulated significant assets and feel financially comfortable, you might assume that

The Potential Functions of a Cash-Value Life Insurance Plan

With so many types of life insurance on the market, it can be difficult to discern which type of policy is really the best fit for your situation. Some people

Safeguarding Your Retirement Assets

You’ve worked hard, and made a series of decisions throughout the years, that have helped you to accumulate adequate retirement assets to maintain your lifestyle for the next ten, twenty,

4 Reasons to Scrutinize Your Bank Statements

As busy as you are, it can be easy to let some “unnecessary” tasks slide. You’re not exactly in danger of overdrawing your bank account, so it can be tempting

5 Ways to Improve the Safety of Your Online Banking

In 1798, a bank porter named Thomas Cunningham, along with two accomplices, pulled off the first ever known bank robbery. Cunningham simply stayed at the Bank of Pennsylvania after his

Start Reducing Next Year’s Taxes Now

Now that April has come and gone, you can stop worrying about your 2016 income taxes (unless, of course, you filed an extension). Whether you received a welcome refund or