For the last two years, three very nice responsible engineering students have rented our townhouse. Last month, they all graduated, jobs in hand. (Engineering’s good for that.) As each of the young ladies moved out, Jon went to meet them to collect the keys, discuss any maintenance issues we should know about, and give them […]
My investments can be a lot like my experiences with yoga. I have my preferred asset allocation, but life and market returns have a way of throwing that allocation out of balance. Then it’s time to breathe deeply and rebalance my portfolio.
If you have college in your future, or in the future of someone you care for, you need to prepare for the expenses. Learn the basic facts of the 529 plan: How it works, who can contribute, and how you can use one to fund college expenses.
An annuity can be a steady source of retirement income. If you are considering using an annuity in retirement to protect principle, add an income stream, or reduce uncertainty, Here are the annuity basics, varieties and pros and cons.
Knowing your risk tolerance is important to help you make sure that your investments are appropriate to your personal situation as well as to your emotional comfort level. Learn the basics of choosing the right investments for you, and how to adjust your investments when your personal preferences don’t match your financial situation.