Saving for a high-net-worth retirement is not always an easy process, but necessary if an investor with a high-net-worth wishes to enjoy the same lifestyle they
Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when
Is Your Portfolio Out of Balance?
How would you rate your current portfolio? In an “up” economy, if you are like many investors, you’d probably have a hard
A Mid-Year Financial Review Can Pay Off at Year End
Today, many people find themselves inundated by a constant stream of financial news from television, radio
WOMEN AND ESTATE PLANNING BASICS
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.0 years longer than
One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial
In 2016, financial markets, the economy, and geopolitics experienced an unusual number of milestones. While markets are testing new directions, it’s easy to
When people decide that they need to eat healthier or lose weight, they know that they have to change their behavior. That’s easier said than done for most
With the proliferation of investment and personal finance websites, investors have access to a boundless number resources and tools once only available to
Chances are good that if you turn on the prime time news on any given day or pull up your favorite newspaper on your iPad one of the top stories will relate to
The success or failure of a financial plan is driven by a variety of possible influences. Factors like the right rate of savings, good investment selection, and
