Money and comfort may not be words you readily associate with one another—or perhaps you only do through wishful thinking. Here’s how working with a financial coach can help you bridge the gap between the two.
Portfolio management is the process of matching the return and risk characteristics of an investor’s portfolio with his or her desired financial objectives. While scientific and technical in nature, there is also an art to the portfolio management process.
Rebalancing your portfolio as you get closer to retirement is one of those financial upkeep tasks that goes undone for many investors each year. Some don’t know how to rebalance their portfolio or even that they should be doing it. Others just can’t decide what the best asset allocation is for their age.
Setting up an expansive and secure estate plan can be difficult, time consuming and incredibly confusing. With such large values of property at stake, everyone wants to make sure their wishes are set in stone and that minimal money is lost in the process.
Charitable giving is typically focused around the most generous time of year—the holidays. Here’s how to use your charitable giving strategy to make giving a year-round habit, not a once-per-year task.
A charity may have the best of intentions yet still inefficiently spend its donations. Learn how to research a charity’s efficacy and see where your charitable dollars are really going.
