Planning: Is a Living Trust Right for You?

Planning: Is a Living Trust Right for You?

By Yann Kostic and Tom Zachystal from the September 2017 Edition Some companies use fear-mongering tactics to sell living trusts to people who simply do not need them. So how do you know if you are really a good candidate for...
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How to Find a Financial Advisor  Who (Really) Meets Your Needs

How to Find a Financial Advisor Who (Really) Meets Your Needs

By Yann Kostic and Tom Zachystal from the August 2017 Edition Many, if not most, investors do not have the expertise to make all their own investment decisions, and therefore would want to consider talking to a reliable financial advisor. While...
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Small-Cap Stocks: Are They Right for You, Right Now?

Small-Cap Stocks: Are They Right for You, Right Now?

By Yann Kostic and Tom Zachystal from the July 2017 Edition Small-cap stocks appeal to some investors because of their potential for strong growth. But are you in the right position to invest in them? What are small-cap stocks? The...
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Great Answers to: Where Do I Put Extra Money?

Great Answers to: Where Do I Put Extra Money?

By Yann Kostic from the June 2017 Edition It’s a long-standing issue and the subject of much debate: If you have extra money, which should you do first – pay off debt or invest? In fact, you have three options....
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Floating-Rate Securities May Make Sense Now

Floating-Rate Securities May Make Sense Now

By Yann Kostic from the May 2017 Edition Although interest rates fell precipitously in the early 1980s, they are now on the rise through the Federal Reserve  System. Higher rates will resonate through virtually every sector of the economy, including...
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The Many Flavors of IRAs: Which Is for you?

By Yann Kostic from the April 2017 Edition Americans expats hear a lot these days about the importance  of saving for retirement, but what is equally important is how  to manage their IRA’s once they have retired. Individual retirement accounts...
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Now’s the time to spring clean your financial house

Now’s the time to spring clean your financial house

By Yann Kostic from the March 2017 Edition As spring arrives, many of us look forward to spring cleaning our homes – dusting the corners, organizing cabinets and airing it out in preparation for a new season. But spring is...
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What will happen to bonds if interest rates rise?

What will happen to bonds if interest rates rise?

By Yann Kostic from the February 2017 Edition Rising interest rates are generally bad for bond funds. This is very important for bond investors today to understand. An example to explain why. Let’s say you purchased a bond with a...
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Are We Jeopardizing our Retirement Decade by Decade?

Are We Jeopardizing our Retirement Decade by Decade?

By Yann Kostic from the January 2017 Edition Every life stage brings new financial mistakes that could jeopardize retirement. Here’s what to guard against as you move through the decades: Twenties Not investing. Unfortunately, many individuals who are ju...
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What should you do with a financial windfall?

What should you do with a financial windfall?

By Yann Kostic from the November 2016 Edition When it comes to investing a windfall – such as an inheritance or retirement-account rollover (IRA, 401K, etc..)- you’ll likely find a large number of different options being discussed in the financial...
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