Eight Mistakes That Can Upend Your Retirement

Avoid these situations, if you can.  Provided by Stan Evans, CFP    Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight b…

August 27, 2019

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Will You Avoid These Estate Planning Mistakes?

Too many wealthy households commit these common blunders.  Provided by Stan Evans, CFP   Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others p…

August 13, 2019

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Making Investment Decisions

Are your choices based on evidence or emotion? Provided by Stan Evans, CFP Information vs. instinct.When it comes to investing, many people believe they have a “knack” for choosing good investment…

July 17, 2019

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The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Provided by Stan Evans, CFP  Some of us share a common experience. You’re driving along when a police cruiser pulls up b…

July 2, 2019

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Pension and De-Risking

Pension Plans & De-risking

Corporations are transferring pension liabilities to third parties. Where does this leave retirees? Provided by Stan Evans, CFP A new term has made its way into today’s financial jargon: de-risking.…

May 22, 2019

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IRA Withdrawals That Escape the 10% Penalty

The list of these options has grown. Provided by Stan Evans, CFP An IRA, or Individual Retirement Account, is a tax-advantaged savings account that is subject to special rules regarding contributions …

April 17, 2019

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all seasons

Earnings for All Seasons

What is it and why is it important? Provided by Stan Evans, CFP While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can mov…

April 3, 2019

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emergency fund

Your Emergency Fund: How Much is Enough?

An emergency fund may help alleviate the stress associated with a financial crisis. Provided by Stan Evans, CFP Have you ever had one of those months? The water heater stops heating, the dishwasher st…

March 20, 2019

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