After years of hard work, you are looking forward to retirement. Choosing when to retire is an important decision and involves a number of issues you may want to consider in your retirement planning. The more you know before you start making decisions, the better off you will be in retirement. This retirement toolkit is [...]
Read the full article »
Posts tagged as:
Santa Monica Financial Advisor
They allow you to take advantage of rising interest rates. Provided by Rose Greene When interest rates start to climb, will these be the CDs to own? Step-up certificates of deposit (also called rising-rate CDs) are fixed-income investments with a bit of wiggle room. When you have a CD with a step-up provision, you have [...]
Read the full article »
Jeffrey Kleintop, CFA Chief Market Strategist LPL Financial Highlights Some northern states are seeing the first monarch butterfly of the season as they complete their summer migration. It is possible the market will see a butterfly effect from small changes in farmland, state budgets, manufacturing, and weather. Summer gets underway with a lot of beating [...]
Read the full article »
Be cognizant of these unique challenges. provided by Rose Greene Many states have passed laws barring housing, credit and employment discrimination against LGBT (lesbian, gay, bisexual, and transgender) couples and individuals. Yet these civil rights moves have not removed the financial penalties that gay, lesbian, bisexual and transgender couples face directly and indirectly. State civil [...]
Read the full article »
Why do people elect to put their credit “on ice”? provided by Rose Greene If you are worried about getting hacked – and, these days, who isn’t – a credit freeze is a precautionary measure that may be worth considering. Is a credit freeze an iron-clad, 100% guaranteed way to protect yourself from Identity Theft? [...]
Read the full article »