THE OPPORTUNITY COST OF DOING NOTHING WITH YOUR FINANCIAL PLAN
Opportunity cost is defined as “the loss of potential gain from other alternatives when one alternative is chosen.”In the business world, “the cost of doing nothing” is a …
5 WAYS TO AVOID IDENTITY THEFT AT TAX TIME
It is a great time of year to revisit your financial and investment plans as you prepare to file your annual tax returns. Unfortunately, it’s also a time …
ON THE ARRIVAL: THINKING ABOUT RETIREMENT WELL BEFORE RETIREMENT
You’ve worked hard and logged tens of thousands of hours transiting the globe. Along the way, you’ve deftly handled a handful of minor emergencies, and perhaps even one …
10 KEY RESPONSIBILITIES OF AN EXECUTOR
Being chosen as the executor of an estate is both an honor and an enormous responsibility.The job of the executor is to protect the personal property of the …
PAYING OFF DEBT VERSUS INVESTING
A common question faced by many of our clients at this time of year is whether it is better to take lump sums such as tax refunds and …
AVOIDING THE BANDWAGON EFFECT
“The ‘bandwagon effect’ is evident in almost every facet of modern life, but it’s especially notable in the way people spend and manage their money.“In 1848, entertainer Dan …