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Tripwires and Target-Date Retirement Funds
Scott Ward, CFP®
Do you have any tripwires for your workplace retirement account? What’s your quality-check process for determining whether or not your current investment allocation is a good fit for your own financial needs? What real-life circumstance would cause you to stop and say, “That’s a deal-breaker for me!”?
Considering Making a Major Gift? Here Are Some Questions to Ask
Joel T. Redmond, CFP
There is a form of charity commonly practiced – the sharing of a substantial portion of one’s wealth with organizations expressly designed to use that wealth to benefit others. But what can potential donors do to ensure that their largesse achieves what they intend it to – for the community at large as well as their own families? Here are some important questions that you should ask with respect to making a major gift.
Disability Insurance: Protecting Your Most Valuable Asset –Your Paycheck
By Shannah Compton Game, CFP®, MBA
If you were asked the question, “What is your most valuable asset,” you might reply, “My house,” “my car,” “my art collection” or “my prized boat.” Those are all great achievements in life, but would you be able to have any of these things if you didn’t have the biggest asset of them all – your paycheck?
Giving Back: More Than One Way to Support Your Alma Mater
Eleanor Blayney, CFP®
I’ll never forget my father’s advice upon my college graduation: “Remember to change the oil in your car every 3,000 miles” and “Be sure to give back to your alma mater.” Both actions, he believed, would keep me moving onward and upward in the world.
Financing Your Home Improvement Project
Marguerita Cheng, CFP®
When financing a home improvement or construction project, homeowners should carefully evaluate all of the various options. Home equity loans and home equity lines of credit (HELOCs) are two of the most common financing choices; for financing the building of a new home, a construction loan is generally the preferred method of financing.
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