Money Matters

How often should beneficiaries be reviewed?Following some basic guidelines will ensure the beneficiary designations you make are accurate and up to date.
How to choose the right investment strategy
How to choose the right investment strategy"Determining what to invest in should be based primarily on the needs, temperament, and available resources of each individual or family," write Jeff Witz, CFP, and David Zemon.
How to prosper, survive during sky-high marketsWith the U.S. stock market reaching record highs, it’s important to know how to prepare for an eventual fall. Plus, tax credits may be available for tuition payers.
How to protect yourself against long-term care costsOne of the frequently asked questions in the financial planning discussion is: “How can I protect myself against the possibility of long-term health care expenses?” This subject is a concern for most Americans. A recent survey of over 10,000 affluent investors, conducted by Spectrem Group and Vanguard Financial, found that long-term care was the top concern among individuals with $5 million to $25 million in assets.
Planning for retirement: How much is enough?When trying to determine how much is enough when saving for retirement, there are many elements that must be considered. Plus, weigh these pros and cons when deciding how long to receive payments from an immediate annuity.
Top 10 tips for getting your finances in orderGetting your finances in order can be overwhelming; here are a few good places to start. Plus, find out if it’s too late to make an IRA contribution.
Lifestyle creep: What is it, and how do you avoid it?
5 reasons that prevent eyeMDs from being happierAfter working with ophthalmologists across the country for over 20 years, Grande Financial Services have heard firsthand from hundreds of ophthalmologists about what stresses them out and what detracts from their happiness. We have outlined here five reasons why physicians deprive themselves of more happiness.
Estate planning: Don’t make these mistakesHere is a list of potential estate-planning mistakes you can help avoid with professional counseling.
Financial planning: Be proactive with year-end ‘to do’ listAs we approach the end of the year, take the necessary time to review your financial planning strategies. A lot can happen in a year.