• interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-
  • interior-feature-

7 Simple Things Most Investors Don’t Do…

  1. Look at everything from an overall portfolio perspective.
  2. Understand the importance of asset allocation.
  3. Calculate investment performance.
  4. Define a time horizon when making a purchase.
  5. Save more every year.
  6. Focus only on what you control.
  7. Delay gratification.

Acting as an Executor or Executrix

On the death of your spouse or a loved one or friend you may find that you have been named as the Executor (or Executrix) of a Will. The Executor could also be a trusted friend or an advisor or even a trust company. If the deceased did not have a Will or the Will did not name an Executor then the Surrogate or Probate Court will have to be approached and the court will appoint an appropriate person as the representative. This person is called the Administrator and fulfills the same role as the Executor.

Retirement U, Higher Education for your Financial Needs

Whether you are planning for retirement, retiring soon or retired now, this webpage is designed to help you make a successful transition into retirement. Packed with tips, practical exercises and checklists, our goal is to help you prepare for your future with confidence at whatever stage you are at.