MoneyDo: Set Retirement Goals. Ask someone if they’ve set retirement goals, and you might hear a response that has something to do with travel.While travel could fill many days of your retirement, in the end, it won’t fill the entire year. Even if you chose to travel...
MoneyDo: Consider Opening – Or Contributing To – A Health Savings Account. Health care, both during working years and retirement years, is a large expense and continues to grow. The average growth rate for the past several years has been between 6%-7%,...
MoneyDo: Share your financial goals with someone. We just passed Valentine’s Day, which is when we celebrate relationships and feelings that hold so many of us together. We truly are social creatures. More and more scientists are discovering the power of interacting...
MoneyDo: Start saving for the holidays now. It’s time to start talking about Christmas.No, this isn’t a misprint, and it’s not a retread of a past MoneyDo. In fact, we’ll be talking about this MoneyDo item in about 9 months.Last year, over half of holiday shopping had...
MoneyDo: Align your portfolio’s risk. Risk. Many associate the word risk with other words like danger or caution. Talking about risk could be an opportunity to give you peace of mind.In this week’s MoneyDo, we suggest you Align your portfolio’s risk with your...
MoneyDo: Consider if you need life insurance. If so, how much? What would happen to your family if you were to die suddenly? Are they dependent on your income from work? Will there be enough funding for other expenses? Part of planning involves hard questions...
