Financial Living Blog

Buyer Beware: How Low Interest Rates Impact Annuities

Jun 10, 2020 1:20:00 PM

If you want the guaranteed income an annuity can offer, make sure the payout is worth the various downsides.

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Ways to Use Money to Support Your Favorite Causes

Jun 3, 2020 9:46:59 AM

How do you want money to define you? It’s a difficult, but important question.

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Drawbacks of TSP Lifecycle Funds

May 27, 2020 8:29:24 AM

When it comes to your health, you typically get the professional advice of a qualified doctor. You don’t just choose from a menu of treatments. But when it comes to your long-term financial health, it’s often all up to you.

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Preparing for the Economic Recovery

May 18, 2020 10:30:41 AM

And now, for a look toward a better future.

We won’t know the full economic impact of the coronavirus outbreak for quite some time. With more than 30 million people out of work, we know the damage is severe. But we also know that eventually the economy will recover. Economic activity is generally cyclical. Every recession – no matter how deep – has been followed by an expansion.

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How 5 Common College Savings Strategies Affect Financial Aid

May 13, 2020 10:27:57 AM

If not careful, families helping a student pay for college may learn a new meaning behind the phrase “no good deed goes unpunished.” That’s because common college savings vehicles, from 529 accounts to trust funds, that are not set up properly can adversely impact the amount of financial aid a student receives.

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Protect Loved Ones by Updating Your Estate Plan

May 6, 2020 10:15:20 AM

If there is one silver lining of a crisis, it is the reorienting effect that reminds us of what matters most in life – our loved ones and our health. A crisis can also serve as a reminder of what we should do to protect them.

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Making the Best of a Forced Retirement

Apr 27, 2020 9:35:22 AM

For many of us, the hope is to glide into retirement sometime in our early to mid-60s. After 40-plus years of hard work, it’s time to enjoy the fruits of our labor – on our own terms. Except when things outside of our control derail those well-laid plans. Instead of a gradual transition, we get a forced retirement.

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Terra Hohf: Named to Forbes Top Women Wealth Advisor List

Apr 23, 2020 12:15:30 PM

Earlier this week, I received some exciting news. Forbes magazine reached out to tell me that I have earned a spot on their 2020 Top Women Advisors list.

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Investing by the Numbers: Are You on Course?

Apr 17, 2020 2:19:07 PM

When put in a stressful situation, it’s easy to resort to our instincts and emotions. Which can be both good and bad. Courage and patience help; fear and hastiness hurt. But what is often most effective is direct, objective information to guide us forward. This is true in all critical situations, whether it’s investing or flying a plane.

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Wash Your Hands of COVID-19 Scammers

Apr 8, 2020 2:57:02 PM

Where most of us see this as a time for self-sacrificing unity, others see it as a time for financial opportunity. While people around the world are staying at home to counter the coronavirus (COVID-19) pandemic, fraudsters are staying busy preying on people’s fears.

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