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What is the right asset allocation for widows? Thumbnail

What is the right asset allocation for widows?

Determining the right asset allocation for widows should not be a cookie-cutter exercise. The proper asset allocation is dependent on the widow’s unique financial situation and overall goals. Rather than being sold annuities to provide “safe income”, widows should consider adhering to the asset dedicated approach for the right combination of safety and growth.

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Whom Should I Name as Trustee? Thumbnail

Whom Should I Name as Trustee?

Naming a trustee as part of your overall estate plan may be one of the most important decisions in the estate planning process. Deciding between an individual or corporate trustee is not easy, but the right decision may help carry out your wishes, avoid family conflict, and minimize costs.

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When Should A Widow See A Grief Professional? Thumbnail

When Should A Widow See A Grief Professional?

The grieving process for widows – while natural and necessary for growth – can obviously be difficult to go through. Fortunately, there are many places and people to get support from, including professional therapists, support groups with professionals involved, or workshops. With the assistance of professionals and others, more healing and accelerated healing may take place.

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Glossary of Financial Terms: 15 Must-Know Definitions Thumbnail

Glossary of Financial Terms: 15 Must-Know Definitions

It’s important to have a basic understanding of the concepts and terms financial professionals you speak with will be using. This can help you make more informed decisions as you move forward in navigating the financial services industry.

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What Is Evidence-Based Investing? (Hint: It’s the Evidence That Counts) Thumbnail

What Is Evidence-Based Investing? (Hint: It’s the Evidence That Counts)

The traditional approach to investment management may be sexy to individual investors, but it comes at a cost. And, while a passive or pure index approach has certain advantages over the traditional active approach, evidence-based investing may bring even greater advantages. Learn some key differences between evidenced-based investing and the traditional active approach.

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Top Patriotic Places to Visit Thumbnail

Top Patriotic Places to Visit

In honor of July 4th, we are providing a bucket list of patriotic places to visit throughout our vast and varied country. Whether you are still working or are newly retired, it is always beneficial to take a step back and consider whether your "life planning" goals need to be updated or acted upon in a more intentional manner.

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