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?
It’s summer again – time for many of us to take a break and possibly hit the open road. But even if you go on vacation, you won’t want your investments to do the same – in summertime or any other season. How can you help make sure your portfolio continues to work hard for you all year long?
Mother’s Day is almost here.
If you’re a mother with grown children, you might receive flowers, candy, dinner invitations or some other type of pleasant recognition. However, you might find that you can get more enjoyment from the holiday by giving, rather than receiving. The longest-lasting gifts may be financial ones – so here are a few moves to consider:
May is National Physical Fitness and Sports Month.
If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to other areas of your life – such as your investment portfolio?
April 22 is Earth Day.
First observed in 1970, Earth Day has evolved into an international celebration, with nearly 200 countries holding events to support clean air, clean water and other measures to protect our planet. As an investor, what lessons can you learn from this special day?
The days are longer and the temperatures are warmer – so it must be spring. For many of us, that means it’s time for some spring cleaning.
But why stop with sprucing up your living space? This year, consider extending the “spring cleaning” concept to your financial environment, too.How can you tidy your finances? Here are some suggestions:
If you're single, your retirement goals are your own – you don’t really have to consult with anybody, and you can change your plans whenever you like. However, if you're married, you and your spouse should develop a joint “vision” encompassing all the key areas of your retirement lifestyle.