If you reach retirement with a significant amount of assets, you’ve done a great job of saving and investing. But now comes another challenge – making that money last. read more
Apr152022
Tag Archives: Michael A Vondra
FINANCIAL FOCUS: Protect Your Financial Information Online
Information Online If you’re an investor, you probably enjoy the convenience of managing your accounts online. But you’ll also want to make sure that you’re not making it convenient for hackers, “phishers” and others with bad intentions to gain the … read more
Financial Focus: 529 Plans are Not Just for College
If you’ve heard of 529 plans, you might think they can only be used to help pay for college. And you wouldn’t be alone: Less than one-third of adults properly identified that a 529 plan can be used for more … read more
FINANCIAL FOCUS: Don’t Let Investments Go on Vacation
Now that we’ve gained at least some space from the COVID-19 pandemic, summer travel is heating up. But while you might be eager to hit the road, you won’t want your investments to take a vacation – you need them … read more
Financial Focus: Discuss financial goals with your family
June is Effective Communications Month. And it’s a good idea to recognize the importance of good communications, because it plays a role in almost every aspect of living – including your finances. You’ll want to clearly communicate your financial goals … read more
THE FINANCIAL FOCUS: Time for New Year’s Financial Resolutions
Many of us probably felt that 2020 lasted a very long time. But now that 2021 is upon us, we can make a fresh start – and one way to do that is to make some New Year’s resolutions. Of … read more
THE FINANCIAL FOCUS: Consider These Year-end Financial Moves
We’re nearing the end of 2020 – and for many of us, it will be a relief to turn the calendar page on this challenging year. However, we’ve still got a few weeks left, which means you have time to … read more
THE FINANCIAL FOCUS: Ideas for Thanking Your Family
It’s almost Thanksgiving. And although 2020 may have been a difficult year for you, as it has been for many people, you can probably still find things for which you can be thankful – such as your family. How can … read more
