Should I Take a Lump Sum or Monthly Payout for My Pension?

The answer depends on what percentage of the monthly payout divided by the lump sum and how long your breakeven is.

VideoParkshore Wealth ManagementJanuary 10, 2019Pension, personal finance, retirement, Retirement Planning

Putting a Price Tag on Your Health

Being healthy not only makes you feel good, but may also help you financially.

Financial Planning BlogParkshore Wealth ManagementJanuary 3, 2019financial planning, Health

Keep Your Umbrella Handy

Have a home-based business? Have a teen driver? Consider umbrella insurance.

Staying Out of Debt Once You Get Out of Debt

As you reduce liabilities, embrace behaviors that may improve your balance sheet.

Financial Planning BlogParkshore Wealth ManagementNovember 30, 2018Debt free, financial planning

How Does a Good Economy Affect My Investments When I Retire?

Having a good economy is great. It means that your investments are going up. It means you’re going to have more money to spend in retirement.

VideoParkshore Wealth ManagementNovember 21, 2018Bull Market, retirement, Retirement Planning

What Kind of Financial Professional Should I Work With?

When looking for the right professional to work with, there are a few considerations that are especially important.

Tolerate the Turbulence

Look beyond this moment and stay focused on your long-term objectives.

Tax Changes That May Be Overlooked

Some alterations to the Internal Revenue Code were less publicized than others.

How Can I Figure Out If I Am Financially Able to Retire Early?

One of the key points in considering retiring early would be taking a look at a good, holistic financial plan—looking at “What are my resources? What are my expenses going to be?”

What Financial Steps Should I Take in the Five Years Before Retirement?

The financial steps that you should take in the five years before retirement might include looking at your retirement savings and spending plan.

Debunking a Few Popular Retirement Myths

Time to dispel some common misconceptions.

Filling Out the FAFSA

There is really no reason to wait.

Financial Planning BlogParkshore Wealth ManagementOctober 2, 2018FAFSA, financial aid, student loans

My Grandchild Was Just Born. How Can I Start Contributing to a College Fund?

If you recently had a child or grandchild, you may be trying to figure out the best way to save for their future educational expenses.

VideoParkshore Wealth ManagementSeptember 13, 2018529 plan, college funding

Leaving a Legacy to Your Grandkids

Now is the time to explore the possibilities.

Financial Planning BlogParkshore Wealth ManagementAugust 29, 2018

The Details More People Should Know About Medicare

Before you enroll, take note of what the insurance does not cover and the changes ahead.

I’ve Recently Changed Jobs. What Should I Do with My Former Company’s 401(k)?

If you’ve recently changed jobs and you had a 401(k) at your previous company, you’re probably wondering what to do with that 401(k).

VideoParkshore Wealth ManagementAugust 24, 2018401k, Investments, retirement, Retirement Planning

How Do I Know If I Have Enough to Retire?

As you prepare for retirement, you may be asking yourself if you have enough to retire.

The Sequence of Returns

A look at how variable rates of return do (and do not) impact investors over time.

How Your Credit May Affect Your Life Insurance Premiums

You may be surprised to learn about the potential relationship.

Financial Planning BlogParkshore Wealth ManagementJuly 30, 2018Life Insurance

What Considerations Should We Take into Account When Buying a Vacation Home?

If you are considering buying a vacation home, there are a few things that you want to consider.

VideoParkshore Wealth ManagementJuly 26, 2018vacation home, vacation rental