The best thing about investing strategies is that they’re flexible. If you choose one and it doesn’t suit your risk tolerance or schedule, you can certainly make changes. But be forewarned: doing so can be expensive. Every purchase carries a fee. More importantly, selling assets can create a realized capital gain. These gains are taxable and therefore,… Read More
Four Retirement Unknowns and Ways to Address Them
Retirement inevitably will deliver surprises — unknowns, things a person couldn’t have foreseen. The hope is that the pleasant surprises far outweigh the unpleasant ones. When it comes to retirement unknowns, people can do more than hope, they can take action in advance to help address some of retirement’s biggest unknowns. This show provides listeners… Read More
The State of the Sharing Economy
The financial hardships of the Great Recession forced many people to start thinking outside the box. The “sharing economy” gained popularity in the late 2000s because it provided more affordable means to travel, maintain homes and access piecemeal work for small businesses. This was the beginning of Airbnb, Uber and other community-based platforms that enable… Read More
Dealing with Anxiety? Learn Ways to Cope
Anxiety is the most common mental complaint in the U.S., with more than 40 million people suffering from it on a regular basis, according to the Anxiety and Depression Association of America.1 Factors such as genetics, personality or life events can contribute to anxiety, but it’s important to recognize that anyone can experience serious and debilitating… Read More