Financial Planning Tips for Military Retirees
Around 1.3 million people serve in the U.S. military; more than 800,000 are part of the reserves.1 More than 2 million Americans are considered military retirees. 2 Although the military… Read More
Retirement Catch Up Contributions – Supercharge Your Nest Egg
David Rae If you’re reading this, chances are you are open to looking for ways to increase your retirement nest egg. The basic principle is simple. The more money you… Read More
A Primer on Investment Funds
While it’s possible to invest in individual stocks, bonds, and other securities, many investors prefer to use investment funds. An investment fund is when a group of investors pool their… Read More
Discussing Your End-Of-Life Plans with Adult Children
Both you and your children may view this type of discussion as uncomfortable, awkward, or even confusing. It can be difficult, but putting it off only makes matters more complicated… Read More
Why Estate Planning Is A Women’s Issue
Ashlea Ebeling A group of wealth strategists at CIBC Private Wealth Management noticed that the women in attendance at educational seminars for client couples were often mum. So, as part… Read More
Monthly Financial Insights: June 2018 Market Recap
Monthly Financial Insights: June 2018 Market Recap In this month’s edition of Dechtman Wealth Management’s Monthly Financial Insights, Adam Dechtman, ACCREDITED INVESTMENT FIDUCIARY™ and Wealth Advisor, discusses some of the… Read More
Are You Prepared For a Natural Disaster?
They’re known for their brutality, their indiscriminate drive to steal, destroy and cause havoc. They are nature’s unsettled offspring, throwing titanic tantrums across huge swaths of pristine landscape. They are… Read More
Take Advantage Of These 5 Mid-Year Tax Tune-Ups
Judith Ward The Tax Cut and Jobs Act, which passed at the end of 2017, may change the way some people approach their tax planning. Now that we’re halfway through… Read More
Tips for Considering a Prepaid College Plan
Your children (or grandchildren) may be small, but your dreams for them are big. You’d like to give them the opportunity to attend college, but the rising cost of higher… Read More