Finance Blog
Rebalancing Your Portfolio
Written by Roger Wohlner on May 10, 2011
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Rebalancing Your Portfolio Roger Wohlner You probably already have a financial plan in place that includes an asset-allocation strategy. (If you don’t, check out this post from Dan Solin.) This strategy helps you control your portfolio’s risk via an allocation among different asset classes. However,…
How You Compensate Your Financial Adviser, and Why It Matters
Written by Roger Wohlner on May 3, 2011
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How You Compensate Your Financial Adviser, and Why It Matters Roger Wohlner There are three basic forms of financial adviser compensation: commissions, fee-based, and fee-only. Should the method of compensation make a difference to you? I (who am admittedly biased on the topic) say yes….
Savings Bonds: Pros and Cons
Written by Roger Wohlner on April 26, 2011
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Savings Bonds: Pros and Cons Roger Wohlner Over the years, my kids received savings bonds as gifts for various occasions. We held the bonds to maturity and recently turned over the money to the two oldest kids. In both cases, the extra money came in…
Retirement Savings Strategy: Will Your Returns Allow You to Retire on Time?
Written by Roger Wohlner on April 19, 2011
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Retirement Savings Strategy: Will Your Returns Allow You to Retire on Time? Roger Wohlner Do you need a 10 percent return in order to retire on time? I have clients who have a goal date for retirement. They want to have X amount of money…
How Often Should I Update My Estate-Planning Documents?
Written by Roger Wohlner on April 12, 2011
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How Often Should I Update My Estate-Planning Documents? Roger Wohlner There is no single right answer to this question. According to Boston-based attorney Danielle Van Ess, the general rule for reviewing one’s estate-planning documents is every three years. But she adds that, as with anything…
Should You Use Retirement Savings to Pay Off Debt?
Written by Roger Wohlner on April 5, 2011
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Should You Use Retirement Savings to Pay Off Debt? Roger Wohlner What do you have planned for your retirement? Travel? More time with family? Hobbies? A new business venture? Encountering a large amount of debt as you enter retirement may shrink your options. Clients who…
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