The glimmers of hope for 2021 are flickering in the gloaming. But before you set aside your dog-eared 2020 calendar, there are a few pieces of business to attend to when it comes to your financial health and wealth. Here are 10 moves to make before year-end.
Assess when, how and if you plan to retire. Many of us want to keep working beyond a traditional retirement age for the mental engagement as well as the money. You might be thinking of retiring from a primary career and launching an encore one or even starting a business. Once a year, think through your plans.
For your financial health and prosperity in the year ahead, there are a few critical dates to put on your calendar and steps to take for them:
60% of Americans feel anxiety when thinking about investing in the stock market and 55% of boomers worry about a market crash.
“First and foremost, for us, the life we want to create is the target, while money is the tool that helps us achieve it. For many men, it is the other way around.”
Shortly after we got married, my husband set up an appointment with his financial adviser for us to discuss the blending of our financial lives. It was an eye-opener. His adviser barely made eye contact with me after the initial introduction and addressed all his remarks to my husband. Bristling and insulted, I pledged never […]
Traditionally, socially-responsible investing meant buying stocks of companies that weren’t in the alcohol, gambling, gun or tobacco business or that helped the environment, as well as mutual funds or exchange-traded funds (ETFs) that owned them. But lately, the idea has spread to bonds — specifically “green” bonds used by companies and municipalities for projects with eco-friendly or […]
Evan Kulman, a broker for the real estate firm Compass, was not surprised when the Amagansett luxury home that he listed for sale on the first of August sold in a swift six weeks — nearly four times as fast as similar homes were selling a year ago. The new owner snapped up the Long […]
This week, I had my annual face-to-face meeting with my financial adviser. We converse throughout the year via emails and a rare phone call, but this was the have-a look-under-the-hood summit. It was my chance to grill her on how my investments were doing, tweak my asset allocation to conform to my conservative growth strategy […]