Finding the ideal place to live in retirement Published by Andrew D. Masson on Mar 29, 2023 Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers the opportunity to spend more time with family; for others, it’s the chance to venture into a different climate... Read more
Instilling financial values in your family Published by Andrew D. Masson on Mar 15, 2023 Over the next few years, experts estimate that as much as 1 trillion dollars will change hands as part of what has become known as the “great wealth transfer.”1 This shift in multigenerational wealth represents a huge opportunity for future generations... Read more
Get to know your risk tolerance Published by Andrew D. Masson on Jan 31, 2023 When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance can be the trickiest to get a handle on, especially since it can be determined in... Read more
Growth stocks vs. value stocks Published by Andrew D. Masson on Jan 16, 2023 Stock investing is an important engine of growth in your portfolio, but deciding on an investing strategy and particular stocks can be challenging. When designing a diversified portfolio that minimizes risk, it can help to think of stocks as falling into... Read more
How women can overcome obstacles to retirement Published by Andrew D. Masson on Nov 23, 2022 Retirement planning requires forethought, discipline, and the juggling of many moving parts. Staying on track to meet financial goals can be tricky for anyone, but it can be especially hard for women, who face a number of financial headwinds. Women face... Read more
The sequence of returns risk in retirement Published by Andrew D. Masson on Nov 03, 2022 Markets go up and down in ways that are not entirely predictable. For long-term investors, what the market is doing in the present isn’t that troubling; they’ve got a long time to ride out potential downturns. But for recent retirees, an ill-timed market... Read more
It’s time to have “the estate plan talk” Published by Andrew D. Masson on Sep 19, 2022 Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you... Read more
Smart ways to save for your child’s education Published by Andrew D. Masson on Sep 12, 2022 If you’re a parent, the start of the new school year may have you considering how much you’re able to set aside for your child’s college fund. Average tuition for full-time undergraduate programs in the 2021-22 academic year was $6,693 in tuition fees... Read more
The benefits and risks of income investing Published by Andrew D. Masson on Aug 26, 2022 Income investing is a strategy that seeks to provide investors with passive income from the assets they hold. This strategy may be attractive to people working toward financial independence or who need a predictable stream of income in retirement. Investors... Read more
4 risks that can impact your retirement Published by Andrew D. Masson on Aug 05, 2022 Even with careful planning and diligent saving, some parts of retirement planning are out of your control. Factors like longevity, rising medical costs and the ups and downs of the market can have an impact on your savings. But while you can’t plan for... Read more