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The key to a long, happy marriage may be matching credit scores

Wednesday, October 2nd, 2013 and is filed under Investing for Women - Did You Know?, Investing Quick Tip, Uncategorized

Couples QuizThe key to a long, happy marriage may be matching credit scores! Believe it or not, a new study looked at millions of couples over the last 13 years, and found those who married others with similar financial views were less likely to get a divorce. Read More

Don’t let inflation bite into your retirement income

Tuesday, July 3rd, 2012 and is filed under Investing Quick Tip

Regardless of whether you’re retiring tomorrow or ten years from now, inflation can take a toll on your retirement nest egg. Don’t be part of the majority of people who underestimate its impact!

We encourage you to play around with an inflation calculator to get a firm understanding of how inflation can drain the power of your retirement savings.

You’ll quickly see that inflation relentlessly gnaws into the value of each dollar in your portfolio as the years pass, which forces many people into risky investments that can gain value even faster – or into low-risk, low-reward investments that at least hold their own. Read More

Consider The Upside of Staying Employed

Monday, March 19th, 2012 and is filed under Investing Quick Tip

How much impact could working five extra years have on your retirement? Let’s assume you’re 65 and have $1,000,000 in retirement assets. If you could earn 5% a year on those funds, your retirement savings would be worth about $1,275,000 at age 70, or about 28% more than at age 65. That means your nest egg could support almost 28% more in distributions.

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Quick Tip – Conservative Investing & Your Retirement Nest Egg

Thursday, October 13th, 2011 and is filed under Investing Quick Tip

Research shows that many women investors are extremely conservative and often do not pursue enough investment portfolios diversification. Putting one’s eggs into the same basket in and of itself can be risky, even when you’re investing in CDs or government securities. A retirement investment strategy that is too low-risk (thus too low-reward) may not pay off in the long run, especially when it comes to having enough to live comfortably on in retirement. Give us a call or schedule a free appointment to take a look at how your portfolio is positioned for long-term performance. We’d love to talk it through with you.