by lindapowell | Sep 26, 2016 | Articles, did you know, In The News
Before you make any extra mortgage payments, consider some factors. Should you own your home free and clear before you retire? At first glance, the answer would seem to be “absolutely, if at all possible.” Retiring with less debt … isn’t that a good thing? Why...
by lindapowell | Sep 13, 2016 | Articles, In The News
Will volatility seize Wall Street? Or will calm prevail? Wall Street has had a rather calm summer. How about fall? Will volatility increase before and after Election Day? So far, the market is performing roughly in line with historical patterns. In 19 of the...
by lindapowell | Aug 9, 2016 | Articles, In The News
When should you review it? What should you review? An estate plan has three objectives. The first goal is to preserve your accumulated wealth. The second goal is to express who will receive your assets after your death. The third goal is to state who will make...
by lindapowell | Jul 13, 2016 | Articles, In The News
Some early financial behaviors may promote a comfortable future You know you should start saving for retirement before you turn 40. What can you start doing today to make that effort more productive, to improve your chances of ending up with more retirement...
by lindapowell | Jul 13, 2016 | Articles, In The News
Making things easier for your heirs Who wants to leave this world with their financial affairs in good order? We all do, right? None of us wants to leave a collection of financial mysteries for our spouse or our children to solve. What we want and what we do...
by lindapowell | Jun 13, 2016 | Articles, In The News
These spending and investing precepts may encourage its longevity. All retirees want their money to last a lifetime. There is no guarantee it will, but, in pursuit of that goal, households may want to adopt a couple of spending and investing precepts. One...
