Investor Column

Consider Social Security planning

Waiting until your full retirement age can either maximize Social Security benefits or be a costly mistake.

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Archive by category ''Investor Column

INVESTOR COLUMN

Investor's Column: Using your Form 1040 to save money

With April 15th in the rear view mirror, many of us can breathe a sigh of relief until we start on our 2013 taxes. Before you file away that copy of your 2012 tax form, spend a few minutes to see what it can tell you about your finances.
INVESTOR COLUMN

Planning to plan for financial decisions in case of major life changes

I recommend that individuals and families start to plan for the day when they cannot or don¿t desire to handle their own financial planning details well in advance of when they are likely to need the help.
INVESTOR COLUMN

Making a plan for your finances

Whether building houses or wealth, building without a plan or architecture can lead to a real mess.
INVESTOR COLUMN

Lessons from the Winchester Mystery House

As clients transition through life their needs change and they accordingly need to restructure their wealth planning to accommodate new stages in life.
INVESTOR COLUMN

Financial planning for the Charitable Heart, Part I

Charitable giving can have a financial planning process of its own.
INVESTOR COLUMN

Investing: Talking about our money

Talking about money can make you happier while avoiding breakdowns, high stress and increased debt. Most of us don¿t know how to constructively talk about money but we can learn.
INVESTOR COLUMN

Jim Zientara: When Investing consider more than cost or you'll be paying more than you expect

Cost is just one thing to consider when investing. Others are the risks involved, the length of time allocated and the investment objective.
INVESTOR COLUMN

Investor column by Gary W. Plum

Investor column by Gary W. Plum
INVESTOR COLUMN

Investor column: Women hold key in wealth, legacy planning

Women should be involved, informed and comfortable as guardians of family wealth.
INVESTOR COLUMN

Investing column | A resolution: live simply

Take a look at your financial goals and make some simple resolutions.