Astute Financial Considerations not Dependent on Portfolio Size

Regardless of whether you’re investing $5,000 or $50 million dollars, there are four things you should always remember before going into an investment. Be aware of investment costs. Staying cognizant of the various fees attached to your investment helps you make the most of your money. When you’re working with an adviser on these investments,… [Continue]

Exploring Medicare Options Can Pay Dividends

With more Americans turning 65 (approximately 10,000+ every day), more people are enrolling in Medicare. Let’s look at the four part Medicare system together, to make sure everyone’s on the same page as you begin to plan: Part A: Part A & B are known as Original Medicare. Part A, specifically, is hospital insurance that… [Continue]

Take Steps to Avoid a Potential Auto Insurance Rut

When was the last time you looked at your auto insurance policy? Many of us get into the habit of paying our auto insurance bill each month without a second thought, but in most situations the coverage you originally signed up for isn’t necessarily enough to cover you in case of an accident anymore, essentially… [Continue]

Head Better Than Heart in Determining Investing Risk Tolerance

A factor that financial advisers have to consider with their clients is the emotional risk tolerance for investing. Knowing how much investment risk a client can stomach is important, especially if their portfolio comprises high risk accounts. However, there are other questions to be asking, as well. Rather than focusing on the emotional reaction to… [Continue]