January 17, 2019

Planning for your Retirement

What You Need to Get Started: Retirement Plan Basics                   Step 1. When do you want to retire? ________________________________________________ While typically we think of 65 as the common retirement age, today’s longer average lifespans make it less feasible to retire so soon. Many people may have to—and will be able to—work many more years past the age of 65. Whatever your retirement age goal is, be sure to plan for all the […]
December 14, 2018

Mutual Funds Corner – Why Invest?

Why Invest? If you keep your money “under your mattress” instead of investing it, your money is not working for you and you may never have more than what you have put away (and we have not even factored in the effect of inflation). The bottom line is there are two major ways to make money: By working hard. By having your assets work for you (Investing).   Some of the most compelling reasons for investing are: The prospect of […]
December 10, 2018

Tis’ The Season Tips

For so many reasons, Christmas is an expensive time for some of us. We tend to get caught up in overspending and overindulging which can both have negative effects on our pockets after the season. These tips can help to get your finances on track for the New Year. Good financial planning will help you enjoy the festive season and enter the New Year on a high note!   Try and resist embarking on the usual Christmas practice of “shopping ‘til we […]
December 7, 2018

Online Fraud- Part 3

Many investors and potential investors are turning to social media and online search tools for research on particular stocks, background information on a broker-dealer or investment adviser, guidance on an overall investing strategy, up-to-date news, or to simply discuss the markets with others.                            Their exposure to risk from online fraudsters has increased significantly and if they are not properly informed about these risks, then they may become victims of online fraud. While social media can provide many benefits for investors, […]