You might be surprised to hear that the Securities and Exchange Commission has published one of the most helpful articles on asset allocation. As you probably know, asset allocation is one of, or perhaps the most important determinants of long-term investing success. [more...]
Making Financial Resolutions? Look Back at Last Year Each new year brings the chance for a fresh start, and the opportunity to improve your financial picture. As you make financial resolutions for 2012, looking back at what happened last year can help [more...]
IT’S ALL IN YOUR HANDS A Post-Divorce Action Plan You have just gone through one of the most challenging and difficult periods that a woman can experience in her life – a divorce. While many things may still be in up in [more...]
In 2008, Jane Bissler, a counselor in Kent, Ohio, approached her then-87-year-old mother about organizing her documents. Because her mom was a widow with relatively simple finances and two homes, Ms. Bissler, 57, says she figured it would be a relatively simple [more...]
Crisis Investing: Keeping Your Head When a crisis creates uncertainty, markets often become volatile, especially when the scope of the disaster isn’t clear. A crisis is like Janus, the Roman god with faces that looked forward and back. For some investors, it [more...]
Financial Planning–Helping You See the Big Picture Common financial goals Saving and investing for retirement Saving and investing for college Establishing an emergency fund Providing for your family in the event of your death Minimizing income or estate taxes Do you [more...]
