Financial Articles

Which Financial Documents Should You Keep On File?

… and for how long? Provided by Zuk Financial Group You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs…
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Getting (Mentally) Ready to Retire

Even those who have saved millions must prepare for a lifestyle adjustment. Provided by Zuk Financial Group A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to…
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Before You Claim Social Security

A few things you may want to think about before filing for benefits. Provided by Zuk Financial Group Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How…
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Will You Be Prepared When the Market Cools Off?

Markets have cycles, and at some point, the major indices will descend. Provided by Zuk Financial Group We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors are delighted by what they have witnessed. Have…
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