Retirement Blindspots Some life & financial factors that can be overlooked. Provided by Robert Nash, Financial Advisor We all have a “blue sky” vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter the course of our retirement in ways we do not currently anticipate. So as we plan for the next act of life, we may want to think about (and plan for) some life and financial factors that are often overlooked. We may Continue Reading ...
Financial Planning for Divorced Women
IT’S ALL IN YOUR HANDS A Post-Divorce Action Plan Provided by Robert Nash You have just gone through one of the most challenging and difficult periods that a woman can experience in her life – a divorce. While many things may still be in up in the air, one aspect of your life that you should make sure you’re in control is your finances. Financial planning for divorced women is not that much different than financial planning for married couples. Several basic elements are the Continue Reading ...
Estate Planning After a Second Marriage
Estate Planning After a Second Marriage Special considerations for a complex situation. Provided by Robert Nash, Financial Advisor, Nash & Associates Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t hurt the feelings of certain heirs? If you have not planned your estate yet, take inventory. Spend a half-hour and jot down the assets you own, Continue Reading ...
Planning For Retirement When You Are Single
Planning for Retirement When You Are Single If you aren’t married, you should consider these potential expenses & needs. Provided by Robert Nash, Financial Advisor, Nash & Associates How does retirement planning differ for single people? At a glance, there would seem to be no difference in the retirement saving effort of an individual versus the retirement saving effort of a couple: start early, save consistently, and use vehicles that allow tax-advantaged growth and compounding Continue Reading ...
What Exactly Is Wealth Management?
WHAT EXACTLY IS WEALTH MANAGEMENT? The two words signify a far-reaching kind of financial care. Provided by Robert Nash There’s financial planning, and then there’s wealth management. Think of wealth management as a step up from garden-variety financial planning. One office (rather than one person) provides a range of services for a client: personal financial planning and investment management, tax reduction and estate planning strategies, and occasionally in-house legal resources. Continue Reading ...
Do Our Biases Affect Our Financial Choices?
Do Our Biases Affect Our Financial Choices? Even the most seasoned investors are prone to their influence. Provided by Robert Nash Investors are routinely warned about allowing their emotions to influence their decisions. They are less routinely cautioned about letting their preconceptions and biases color their financial choices. In a battle between the facts & our preconceptions, our preconceptions may win. If we acknowledge this tendency, we may be able to avoid some Continue Reading ...