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3 Creative Ways to Make Your Donation Count – For You and Them
J.J. Burns, CFP®
You’d like to make a major gift, and want to maximize the donation to help both you and the charitable organization. There are ways to make a donation that still allow you to enjoy the piece yourself.
Don't Make These 6 Common Mistakes with Sudden Wealth
Robert Pagliarini, CFP
If you have just won the lottery, been notified you will be receiving an inheritance, or settled a lawsuit, your emotions and stress levels are bound to run high. We like to think of ourselves as rational, but under stress, we can quickly morph into irrational and highly emotional creatures who undermine our own success. Avoid making these all-too-common sudden wealth mistakes.
Can You Afford to Retire Early?
Eleanor Blayney, CFP®
Many Americans retire early not by choice, but because of disability, illness or employer downsizing. Others simply do not have the resources to retire and assume (bad idea…) that they will work until they die.
Alternative Investments: With Their Rise in Popularity, Are They Right for You?
Dan Mathews, CFP®
When I was a kid, picking something off the McDonald’s menu was easy because there were limited choices. Today, my kids have several choices and they can even get breakfast for dinner! For investors, selecting a mix of stocks, bonds, and cash has traditionally been considered enough to create a well-diversified portfolio. Much like the menu at McDonald’s, the menu of choices for investors has evolved to include several “alternatives” to satisfy their appetite for higher risk-adjusted returns. So, what are these “alternatives”, why are they becoming so popular, and do they have a place in your portfolio?
Protecting Your 401(k) from Market Swings
Marguerita Cheng, CFP®
Even the most robust markets are prone to periodic downturns. Protecting a 401(k) against a sudden market decline is a concern shared by many investors. How do you safeguard your retirement account from fluctuations in the market?
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