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Financial Library

Moving For a New Job? Consider the Costs

Posted on: November 9, 2020

A job change is no longer just about higher pay or a better title. It can also be about achieving a healthier life balance or simply trying something new. In many cases, a new job includes relocating to a new community. A new opportunity can be very exciting, but even the most positive change comes with financial implications, especially when a move is involved. It’s good to understand the unexpected costs around relocating. A little knowledge can help you capitalize on the momentum of your new role without compromising your overall financial plan.

Tags: 
investment planning

When Volatility Arrives, Optimism is Key!

Posted on: October 12, 2020

The focus here is on you as an investor! What do you bring to the table in terms of investment experience and personal temperament (emotions) that impacts your investment returns and satisfaction while building your nest egg?

Tags: 
investments
investment planning

Put Your Eggs In Many Baskets

Posted on: October 12, 2020

When their investment savings plummeted in the 2001 stock market crash, Adam and Sonya were concerned, but not panicked. Retirement was a long way out, so they had plenty of time to recover. The couple decided to try their hand at 'timing the market' (buying and selling stocks based on expected market fluctuations) to recover their losses. "We thought that if we stayed on top things and could chart when the market would go up and down, we could make our money back," says Adam.

Tags: 
investments
investment planning

Leaving a Legacy

Posted on: October 12, 2020

Recently retired Ross and Penny have an estate planning challenge. They've accumulated a comfortable net worth, with a good portion of it in liquid investments. They plan to leave everything to their three adult children, but they also want to help them financially right now. The problem is that all of their children have a different relationship with money than Ross and Penny. In a nutshell, the parents are savers and the children spenders. If they give large sums of money, Ross and Penny would want their children to use the cash to improve their financial lives. Would they do that?

Tags: 
estate planning

How Now Horatio Alger?

Posted on: September 7, 2020

Horatio Alger1 was an American writer of novels about impoverished boys rising from humble backgrounds to middle-class security and comfort through hard work, determination, courage and honesty. His writings were characterized by the "rags-to-riches" narrative, which continues to have a formative effect on many entrepreneurs today.

Tags: 
investment planning

Emerging Opportunities

Posted on: August 10, 2020

When pondering the financial impacts of the Covid-19 quarantine and the resulting global economic shutdown, it helps to visualize dropping a pebble in a pool of water. As any child knows, the ripples start moving away from the point of impact until they disappear across the pond and finally dissipate, and the waters return to their calm state.

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financial planning

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