Getting Ready to Retire? Here’s Your Financial Checklist

Most of us know that patiently saving and investing our money is the key to retirement preparation. But having a…

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Navigating Through Bad News

If you’ve been reading the financial news, you know that all is not well overseas. Greece, mired in a debt…

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Estate Planning: An Act of Caring

Estate planning may sound like a legalistic, unpleasant chore—but at its core, planning your estate is all about taking care…

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Spring Cleaning Your Finances

Spring is the traditional time to clean and organize your home—but another great springtime habit is getting your finances in…

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Patience and Investing Success

“Successful investing,” Warren Buffett has said, “takes time, discipline and patience.” If only all investors heeded Buffett’s words. In reality,…

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Getting the Most Out of Social Security

Many Americans believe that Social Security benefits simply kick in once they retire. It’s not that simple, however: You must…

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The Value of Using a Financial Advisor

There is no question that investing your own money is becoming easier and easier, thanks to the Internet: The Web…

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Making Your Year-End Bonus Work for You

There are certainly worse dilemmas than how to spend a windfall of money. Still, when that year-end bonus hits your…

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It’s the Season for Smart Giving

The end of the year is a good time for charities: For many, the season of giving accounts for more…

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Lessons From the Market Correction

At Steel Peak, we like to say that paying too much attention to the financial media can be harmful to…

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