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Financial Focus: When Do You Need a Financial Advisor?

Submitted by Jaison Norton If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you may realize you need some professional assistance. But when? Actually, you […]

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Financial Focus: Time for New Year’s Financial Resolutions

We’ve reached the end of another year – which means it’s just about time for some New Year’s resolutions. Would you like to study a new language, take up a musical instrument or visit the gym more often? All these are worthy goals, of course, but why not also add some financial resolutions? Here are […]

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Financial Focus: Time to review your investment strategy for 2018

Submitted by Jaison Norton As the year draws to a close, it’s a good time to review your progress toward your financial goals. But on what areas should you focus your attention? Of course, you may immediately think about whether your investments have done well. When evaluating the performance of their investments for a given […]

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Financial Focus: Can You Afford to Retire Early?

Some people dream of retiring early. Are you one of them? If so, you’ll need to plan ahead – because a successful early retirement can’t be achieved through last-minute moves. So, if you’re determined to retire early, consider taking the following steps: Pick a date. Early retirement means different things to different people. But it’s […]

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Financial Focus: During Holidays, Be Extra Vigilant About Protecting Financial Data

Submitted by Jaison Norton To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only part of the picture. You also need to protect your financial assets in various ways. One such method is guarding your personal information – especially any information that could be linked […]

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Financial Focus: How Can You Share Your Financial “Abundance” With Your Family?

Submitted by Jaison Norton Thanksgiving is almost here. Ideally, this day should be about more than football and the imminent arrival of Black Friday mega-sales. After all, the spirit of the holiday invites us to be grateful for what we have and for the presence of our loved ones. But it’s important to look beyond […]

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Financial Focus: Stampeding Bull Market May Slow Down…So Be Prepared

Submitted by Jaison Norton As you know, we’ve been enjoying a long period of steadily rising stock prices. Of course, this bull market won’t last forever – and when it does start losing steam, you, as an investor, need to be prepared. Before we look at how you can ready yourself for a new phase […]

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Financial Focus: Checklist for Choosing a Financial Professional

Submitted by Jaison Norton For reasons likely to remain obscure, October 30 is Checklist Day. But while the origins of this observance may be a mystery, the value of checklists is clear: They help us organize our time and break large jobs into manageable steps. You can use a checklist for just about any significant […]

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Financial Focus: Consider Many Factors When Creating Retirement Plans

Submitted by Jaison Norton When you create your financial and investment strategies for retirement, what will you need to know? In other words, what factors should you consider, and how will these factors affect your investment-related decisions, before and during your retirement? Consider the following: Age at retirement – Not surprisingly, your retirement date likely […]

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