Utilizing the 60/40 Portfolio Strategy for Retirement Income
A common strategy used by investment professionals, the 60/40 approach offers retirees a clear-cut plan for how their wealth will be invested.
A common strategy used by investment professionals, the 60/40 approach offers retirees a clear-cut plan for how their wealth will be invested.
Before you turn in your two-weeks notice, consider the different ways you can make your life a bit easier before you officially start your new and exciting chapter.
When it comes to proper diversification, it’s important to allocate your money according to valuation, not some overly-hyped Wall Street formula.
Along with risk tolerance, your age should be a large deciding factor in what and how much you decide to invest in.
In the next two or three decades, it is expected that a great wealth transfer will occur. No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.