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How will Social Security fit into your retirement income strategy?

Have you given much thought to collecting Social Security? The answer probably depends on how old you are — but whatever your age, you’ll want to consider the best way of incorporating Social Security benefits into your retirement income strategy. Of course, if you have several decades to go until you retire, you might be […]

No Comment / May 27, 2014 | Posted in Business Columns | Read More »

Avoid problems by updating beneficiary designations

John Zezini

Like many people, you might not particularly enjoy thinking about your estate plans, but such planning is necessary to make sure your assets go where you want them to go. And it’s just as important to regularly review your plans with your tax, legal and financial professionals in case any changes are needed. For instance, […]

No Comment / May 18, 2014 | Posted in Business Columns | Read More »

Prepare for health care costs in retirement

Iain Marshall

As you save and invest for retirement, what are your ultimate goals? Do you plan on traveling the world? Purchasing a vacation home? Pursuing your hobbies? People often think and plan for these costs. Yet, too often, many of us overlook what potentially could be a major expense during our retirement years: health care. By […]

No Comment / April 30, 2014 | Posted in Business Columns,Cameron Park Life | Read More »

Prepare for Health Care Costs in Retirement

John Zezini

As you save and invest for retirement, what are your ultimate goals? Do you plan on traveling the world? Purchasing a vacation home? Pursuing your hobbies? People often think and plan for these costs. Yet, too often, many of us overlook what potentially could be a major expense during our retirement years: health care. By […]

No Comment / March 30, 2014 | Posted in Business Columns | Read More »

You can cope with turbulence … as a passenger and an investor

Iain Marshall

If you’re like many travelers, you get a little nervous when your airplane goes through some turbulence. And if you’re like a lot of investors, you may get somewhat jumpy when the financial markets are volatile. Yet flight turbulence probably isn’t as scary as it seems, and the same may be true for market volatility […]

No Comment / March 26, 2014 | Posted in Business Columns | Read More »

Financial focus: Take steps to protect your family business

John Zezini

There’s nothing more important in the world to you than your family. However, your family-owned business probably comes in second. So when it comes to protecting both your family and your business, you need to carefully consider your moves. As you know, you face plenty of challenges to keep your business running smoothly — but […]

No Comment / March 02, 2014 | Posted in Business Columns | Read More »

Saving is good … but it’s not investing

Iain Marshall

It’s a good thing to have some savings. When you put the money in a low-risk account, you can be pretty sure it will be readily available when you need it. Nonetheless, “saving” is not “investing” — and knowing the difference could pay off for you far into the future. Think about it this way: […]

No Comment / February 25, 2014 | Posted in Business Columns | Read More »