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Investing Blunders to Avoid

Tuesday, 28 December 2010 22:12 by Jacki

When it comes to investing, emotions and anxiety run high. One mistake can cost you thousands. With a good plan in place, you can rest a little easier. Here are some investment mistakes to avoid. [More]


You May Need Estate Planning

Wednesday, 10 November 2010 22:44 by Jacki

Most of us work hard throughout our lives, and hope that what we’ve earned continues to provide benefits after we’re gone. Whether you want to help your children or grandchildren, or whether you’d like to see your hard-earned savings help a cause that’s important to you, you’ll be more likely to achieve those goals if you take some time to plan. [More]


There’s still time for financial Spring cleaning

Thursday, 3 June 2010 10:47 by Andy

Even though summer is almost here, you can still take a couple of actions to “spring” clean your investment portfolio for 2010. [More]


Can I live the way I want in Retirement?

Tuesday, 20 April 2010 14:36 by Andy

That depends on how much you have saved and how you expect to live in retirement. Living a carefree life of travel requires a different amount of savings than a life of simple existence with part-time income [More]


Choosing a Financial Advisor

Saturday, 16 January 2010 15:46 by Andy

There are many times in your life that a decision you make will have lasting and long term consequences on the rest of your life. Choosing a financial advisor can be one of those decisions that profoundly impacts on the rest of the future, either positively or negatively. [More]

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Home Improvements: Which are worth the investment?

Tuesday, 17 November 2009 16:59 by Andy

Maybe you have decided to stay in your current home and renovate or build an addition. The burning question is which home improvements will add value to your home if you decide to sell. Following are a few general valuations to consider with home improvement projects. [More]


Strategies During The Recovery

Friday, 9 October 2009 13:02 by Andy

Should I invest? Should I not invest? Will the market rebound in my timeframe? Should I invest only in safe money market funds or can I add some risk to my portfolio? These are questions investors ask themselves during a recovery period, such as the one we are in. [More]


Do I Need a Living Trust?

Tuesday, 29 September 2009 16:06 by Andy

There is a lot of conflicting information about living trusts. Some experts say you must have one to keep your estate out of probate court. Other experts say there is no benefit whatsoever to having a living trust. I did a little research and will try to list some advantages and disadvantages of living trusts so you can consider what is best for you. [More]


5 Steps to Recession-Proof Your Portfolio

Thursday, 10 September 2009 22:08 by Andy

As we muddle though this recession, here are 5 strategies to think about if you: (a) aren’t happy with the performance of your investments over the past year; or (b) are looking for ways to avoid finding yourself in this same position in the future. [More]


Want to have more to invest?

Monday, 13 July 2009 10:16 by Andy

Are you ready to invest more in your retirement savings but just not sure where you will find the extra dollars to invest? Sometimes the best way to increase the funds [More]


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