Finance Blog
How Often Should I Update My Estate-Planning Documents?
Written by Roger Wohlner on April 12, 2011
2 comments
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
1 comment
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…
Japan and Your Investments
Written by Roger Wohlner on March 29, 2011
No comments
Japan and Your Investments Roger Wohlner and Cathy Curtis The recent earthquake in Japan and its aftermath is a tragedy with enormous human consequences. What does it mean for your investments? While nobody can predict the future with any certainty, short-term events—no matter how tragic—generally…
6 Questions to Ask Yourself before Taking Out a Mortgage in Retirement
Written by Roger Wohlner on March 22, 2011
No comments
6 Questions to Ask Yourself before Taking Out a Mortgage in Retirement Roger Wohlner Should I take out a mortgage? If you are contemplating retirement, this is a tricky question with no simple answer. To help you decide if this is the right move for…
10 Questions You Should Ask Before Hiring a Financial Planner – Part 2
Written by Roger Wohlner on March 15, 2011
1 comment
10 Questions You Should Ask Before Hiring a Financial Planner – Part 2 Roger Wohlner Did you read last week’s post on 10 Questions You Should Ask Before Hiring a Financial Planner? I covered questions 1-5, including, “How do you communicate with your clients?” Add…
10 Questions You Should Ask Before Hiring a Financial Planner – Part 1
Written by Roger Wohlner on March 8, 2011
No comments
10 Questions You Should Ask Before Hiring a Financial Planner – Part 1 Roger Wohlner Hiring your first financial planner or selecting a new one can be a trying experience. How do you know if you are making the right choice? Will this person act…
RSS Feeds