Knowing whether or not to accepts a company buyout is tough. There are so many variables to take into consideration, with the biggest being if you take the buyout, can you stay retired without the fear of ever running out of money?
It may seem a little too early still to start thinking about buying those holiday gifts. But Financial professional Charlie Bowers of Insight Folios, says now is actually a good time to start planning and saving, before the holiday rush begins!
The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?
You’ve probably heard of the Robin Hood story. He’s the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!
Seniors are filing for bankruptcy in record numbers. Find out why and what you can do to protect yourself from this financial stress.
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.
Not too long-ago Lisa Wallace, the public affairs specialist from the Social Security office was on my radio show Simply Financial that airs each Saturday morning at 11:30 here in Charlotte on 102.5FM or 610AM.
The National Retail Federation says the average family will spend $684.79 in back to school shopping this year!
The National Retail Federation says the average family will spend $684.79 in back to school shopping this year! Financial professional Paul Durso says it might be a good time to teach children some basic lessons about budgeting, and why it can be important to get the kids involved when it comes to planning.
We’re about half-way through the year, and the summer months can be a good time to take a look at your financial fitness. Are you still on track with savings and retirement goals? Paul Durso from Insight Folios shares some advice for a financial checkup.