Preparing for Diminished Capacity
http://www.youtube.com/embed/IVQgNrsSjjM No one wants to think about a time when they may not be able to make their own financial decisions, but the truth is that we could all be…
Charitable Giving through Estate Planning
http://www.youtube.com/embed/l5nobXLR-Rc Everyone has his or her own idea of what creates the ideal legacy. For some, it’s all about providing handsomely for heirs but for others, it’s also about leaving…
What to Do When a Loved One Dies
http://www.youtube.com/embed/JmQPdvrlcHY Dealing with the death of a friend or loved one is never easy, but when you add in the complications of dealing with their property and accounts, it becomes…
Putting a Focus on Goals-Based Investing
http://www.youtube.com/embed/zsvREM60V0I Most people have a variety of intentions, or goals, for their savings. They may want it to generate an income, to accumulate to a certain benchmark, to provide for…
Eight Tips for Keeping Financial Records Safe and Organized
http://www.youtube.com/embed/pYXKjqhYWGI If you want to have good control of your finances, keeping good records is one of the first steps. If your records are disorganized, they’re not going to be…
Inflation’s Devastating Effect on Returns
http://www.youtube.com/embed/qxq_Ih4SoFk Do you remember how much a gallon of gas was when you first started driving? It probably isn’t anywhere near the price that it is now. In fact, you’ve…
How Rising Interest Rates Affect a Bond Portfolio
http://www.youtube.com/embed/BEosdvIjNws Bonds are often viewed as a conservative, fixed investment and, when highly rated, appropriate for investors with low risk tolerance. But while bonds can definitely present lower market risks…
Preparing Your Finances for Divorce
https://www.youtube.com/embed/0sP9XE48ZKI Unfortunately, not every marriage is built to withstand the challenges of life or the constant compromise of partnership. That's why roughly 41 percent of first-time marriages end in divorce.…
Beneficiary mistake #6: Gifting away tax benefits
https://www.youtube.com/embed/MsHqG92jAvI Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
Beneficiary mistake #5: The empty estate
http://www.youtube.com/embed/eDeXDnnjm9c Many assets allow you to name a beneficiary, that is, whom you would like to receive the asset in the event of your death. Life insurance policies and retirement…
