For some, Black Friday can be a day of fun “hunting” for great deals. For others it can be a day of dread, driven by the obligation to play to the expectation of family and friends. Ads urge us to buy everything from sweaters to screwdrivers to SUVs on the grounds that they will be […]
No. 104 of 106 Things We Do For Clients Protect you from emotion-driven behavior that can reduce your market returns.
One important component of estate planning is a document, usually called a medical directive, which can include a living will, that sets out your wishes for end-of-life care and a health care power of attorney that designates someone to make medical decisions if you are unable to do so. A medical directive addresses important issues […]
No. 103 of 106 Things We Do For Clients Educate you about financial concepts.
If your employer offers a 401(k) or other retirement plan, contributing to that plan is a foundation of your retirement savings. However, as you approach retirement age, you might consider moving some of your retirement funds out of your employer’s plan and into an IRA at a custodian like TD Ameritrade or Fidelity.