Our Weekly Blog

More and more investors want their investments to reflect their values. Yet, there is a persisting belief that “investing for good” involves a trade-off in performance. Years ago that was largely true but today it is not a given.

So, where do you pull money from if needed? Once you turn 59 ½, money can come out of retirement accounts with no penalty however, ordinary income taxes would be due. Therefore, before age 72, one should calculate how these withdrawals could affect their taxable income as the amount withdrawn would be added to ordinary income.

· Consider walking or riding a bike to get where you’re going instead of driving your vehicle. Its good for the environment and its good for your physical health, too.

The reason one may feel it is safer to invest when the share price is rising is merely psychological. It is human nature to want to see an investment (whether a stock or real estate) go up in price. We rationalize that if the price is rising it must be a good thing and provides more safely.

We’ve heard this comment before: “Why would I fill out the FAFSA? I know I won’t qualify for financial aid anyway”.

If you are fortunate to have accumulated some cash and still have a mortgage, you may be wondering if it makes sense to pay off your mortgage or keep it.