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Understanding Exchange-Traded Funds

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can potentially give you the best of both worlds.

Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.

Managing Emotions and Expectations during Market Uncertainty

Riding the highs, and experiencing the lows, it is the way of the investment market. However, what if we told you that the key to sound and quality investing is learning how to keep it cool when the market is in turmoil? In this article, we are going to look at some of the tools that can help you manage your emotions and expectationsduring market uncertainty.

The Value of Investing with a Financial Advisor Instead of a Do-It-Yourself Approach

When Whole Life Insurance may be the Best Option

For generations a debate has raged on over whether it’s best to buy whole life insurance or to buy term life insurance and “invest the difference”.  Proponents of each method are adamant in their positions and both offer sound reasoning in their answers.  But, for anyone to tell you which is best for you without knowing anything about you is tantamount to someone tel

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

Financial Lessons For Your Teen

The 4 Essential Elements of a Retirement Plan

Until recently, many retirees have been able to rely upon the three-legged stool of retirement income sources: A defined benefit pension plan that guarantees a lifetime income, their own savings, and Social Security.

The Keys to Building Wealth

What’s Your Life Insurance Plan?

If you are like many working age adults chances are good that you own some kind of life insurance policy, but the real question isn’t whether or not you are insured; the real question is whether you simply own a life insurance policy versus having a real plan for your family’s life insurance needs.

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Mr. Lavorgna is a member of the Society of Trust and Estate Planners, an international organization that advises multi-generational families.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of “Forsyth Wealth Management, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation.