Trend-Setting Boomers  Are Still Doing What They Love

Trend-Setting Boomers Are Still Doing What They Love

By Yann Kostic and Tom Zachystal from the February 2018 Edition We cannot welcome 2018 without wondering what the boomer generation will be up to this year. In fact, many boomers are still doing what they love, and they are still doing...
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You Need Both Value and Growth Stocks in Your Portfolio

By Yann Kostic and Tom Zachystalfrom the January 2018 Edition Growth stocks and value stocks tend to take turns leading the market and, as a result, investors often raise the question of which of these two types of stocks is...
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Spending Money to Save Time  May Make Us Happier

Spending Money to Save Time May Make Us Happier

By Yann Kostic and Tom Zachystal from the December 2017 Edition As free time shrinks, along with our tolerance for time-consuming, unpleasant household tasks, one recent study may have an answer: buy back your time. Results of the study appeared...
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Try These Three Tips for Retiring with  Minimal or No Debt

Try These Three Tips for Retiring with Minimal or No Debt

By Yann Kostic and Tom Zachystal from the October 2017 Edition Ideally, we would all retire debt-free, but we are a nation of borrowers. As of December 2016, the average American household debt totals more than $135,000, according to a Nerd...
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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...
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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?

The Many Flavors of IRAs: Which Is for you?

By Tommy Clarkson 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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