Tips for Estate Planning

When it comes to the topic of estates, Stephen White, regional leader of wealth planning for BMO Wealth Management, sums up the importance of having a plan. “Spending a little time to get all your affairs in order is one of ...
3 weeks ago by 0

How to Transfer Retirement Savings If You Die

When people think about retirement, their top concern is usually whether they will have enough money to live comfortably. Unfortunately, though understandably, they often forget about their eventual death, but building retirement ...
4 weeks ago by 0
Retiring early means you will need to adjust your savings plan and accommodate for the extra years of supporting yourself. However, successfully retiring early is still a very possible endeavor with proper planning.

Early Retirement Details

For many, retiring early is the ultimate life dream, but it is one that may be more challenging than anticipated. Retiring early means you will need to adjust your savings plan and accommodate for the extra years of supporting ...
1 year ago by 0
Whether you’re a wealthy investor and have been at it for years, or you’re an amateur just getting started, chances are you want to improve your investing skills to make more money.

Tips for Becoming a Better Investor

Whether you’re a wealthy investor and have been at it for years, or you’re an amateur just getting started, chances are you want to improve your investing skills to make more money. It’s true that investing is a risky business ...
2 years ago by 0
Bonds are commonly considered to be a very low-risk investment, but it is inaccurate to say they carry no risk at all. Here is what you need to know about the risks associated with bonds.

Risks of Bonds

Bonds are commonly considered to be a very low-risk investment. Many people even consider them to be completely free of risk — but although they are much less risky than certain other investments, such as stocks, it is inaccurate ...
2 years ago by 0
If you already have a Roth IRA, you can feel great about meeting that first goal. Now you can get technical with your investment strategies to maximize your return.  

Roth IRA Investing Tips

When it comes to retirement savings, starting early and investing smartly can add up big time. So if you already have a Roth IRA, you can feel great about meeting that first goal. Now you can get technical with your investment ...
2 years ago by 0
Discover how you can protect your home from the harsh temperatures and conditions that cold weather brings. 

Winter Home Maintenance Checklist

Discover how you can protect your home from the harsh temperatures and conditions that cold weather brings. Clean Your Gutters According to Farmers.com, cleaning out your gutters is an important step to prepare your home for winter. ...
2 years ago by 0
It’s something you don’t want to think about, but it’s important that you do — what will happen to your assets, and more importantly, your children, should you pass away?

How to Make a Will for the First Time

It’s something you don’t want to think about, but it’s important that you do — what will happen to your assets, and more importantly, your children, should you pass away? Retirees and young, new parents alike should be ...
2 years ago by 0
In step with this trend, DIY estate planning is becoming a more and more common activity, but just because it’s popular doesn’t mean that it’s right for you. Here are some things to consider.

Can You and Should You Create a DIY Estate Plan?

Increasingly, we live in a “do it yourself” world. We scan and bag our own groceries in self-checkout lanes; we take selfies, and then edit and print the photos at home. With the help of the Internet, we seek to give ourselves ...
3 years ago by 0
If you are maxing out contributions on your 401(k), you’re on a great path toward a comfortable retirement. This is an awesome feeling, but it may also leave you feeling a little lost about the best way to continue saving.

What to Do if You Max Out Your 401(k)

If you are maxing out contributions on your 401(k), you’re on a great path toward a comfortable retirement. This is an awesome feeling, but it may also leave you feeling a little lost about the best way to continue saving. So, ...
3 years ago by 0