by Tonia Forbus | Dec 2, 2017 | Financial Planning, Personal Finance
The transition to retirement after years in the workplace, as welcome as it may be, can also be jolting and even downright daunting, for all the changes it brings to a person’s day-to-day lifestyle, to their state-of-mind and to the handling of their finances. A key...
by Tonia Forbus | Dec 2, 2017 | Financial Planning, Personal Finance
Just like certain birthdays and life milestones carry extra personal significance, there are certain points in life that carry extra financial weight. Starting in the late teens and running through virtually every decade thereafter, the calendar of your life is dotted...
by Tonia Forbus | Oct 17, 2017 | Personal Finance
Each year the arrival of fall marks the onset of a different kind of season, one in which a window of opportunity opens for working Americans to take advantage of the benefits they’re offered at work. It’s called benefits “open season,” and it usually runs each year...
by Tonia Forbus | Oct 17, 2017 | Personal Finance
Stock investors love a bull market. But what about when the stock market heads south, like it did less than a decade ago, during the Great Recession? As an investor, would you be content to enjoy much, but perhaps not all, of the gains a bull market provides, while...
by Tonia Forbus | Sep 25, 2017 | Financial Planning
There’s a reason why so many people don’t bother to put a household spending plan in place, or when they do, they struggle to follow it: because people generally don’t like to be told how to spend their money, regardless of how they might benefit from a structured...
by Tonia Forbus | Sep 25, 2017 | Financial Planning
This article is the second in a series of three that explore what one generation has to teach other generations about money and managing their financial lives. The series began with an article discussing what we can learn from Millennials about managing our money. It...
by Tonia Forbus | Sep 25, 2017 | Financial Planning
In his will, renowned businessman and investment strategist Warren Buffett reportedly left instructions for his heirs to invest in index funds, based on a belief that those funds would outperform actively managed, higher-fee investment vehicles such as mutual funds....
by Tonia Forbus | Sep 25, 2017 | Financial Planning
This article is the third and final in a series that explores what people from one generation have to teach others about managing their money and their financial lives. The series concludes here with a look at what we can learn about financial responsibility from...
by Tonia Forbus | Sep 25, 2017 | Financial Planning
Year after year, in survey after survey, the biggest fear people report having about retirement has to do with either running out of money or falling short of income once work — and the paycheck that accompanies it — stops. Indeed, a recent survey by the fund company...
by Tonia Forbus | Sep 25, 2017 | Financial Planning
Needs, priorities, aspirations and personal circumstances change over time. But one of the constants amid all this flux, regardless of a person’s age or stage of life, is money — ensuring they have the financial means to get where they want to go in life. Each decade...
