Understanding Stock Allocations and Categorization

I recently introduced you to the importance of asset allocation.  In order to help you determine the right asset allocation, I figured I’d spend a few moments introducing the different types or categories of stocks and the general trademarks that represent each type. The best primer book on this topic is The Sound Mind Investing Handbook by Austin Pryor.  My comments on the book exactly mirror … [Read more...]

Understanding Your Social Security Statement

Do you wonder how you'll manage your money when you retire? If so, your Social Security statement can be a helpful tool in planning your family's finances. Have a taken a look at it recently? A Bit Of Background Information And History Since 1999, statements have been automatically mailed to all workers over age 25 who haven't yet received benefits. The statement is mailed to you about three … [Read more...]