Good Financial Reads: 12 Year End Money Moves, Evidence Based Investing, and More

2 min read
December 30, 2016



Following along with the blogs of financial advisors is a great way to access valuable, educational information about finance — and it doesn’t cost you a thing! Our financial planners love to share their knowledge and help everyone regardless of age or assets.

Catch up on some of the latest posts with this week's roundup:


12 Year End Money Moves

by Cathy Derus, Brightwater Financial

Are you looking to end your financial year on a high note? You’re in luck because there’s still time to make a few last minute financial moves before the ball drops on New Year’s Eve. And even a few that you can take advantage of in 2017 for the 2016 tax year. Some of these moves will save you some money on your 2016 tax bill while others will set you up for a more profitable new year.

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Evidence Based Investing

by Steve Sivak, Innovate Wealth

“I believe in evidence. I believe in observation, measurement, and reasoning, confirmed by independent observers. I’ll believe anything, no matter how wild and ridiculous, if there is evidence for it. The wilder and more ridiculous something is, however, the firmer and more solid the evidence will have to be.” – Issac Asimov

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In Times of Change, Focus on Your Financial Plan

by Michael Rivas, Bienvenue Wealth

No one can guarantee when the markets will go up or down. Lots of talking heads and so-called “experts” like to claim they know when factors like news items or current events will impact how the stock market behaves, but it’s all guesswork.

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Pensions and Divorce: Secure Your Future

by Kay Dee Cole, Clarity Wealth Development

Did you know that retirement assets are not automatically split in a divorce? The Wiser Women’s Institute for a Secure Retirement (WISER), published a MUST READ document. This checklist helps women make smart, informed financial decisions when it comes to pensions and divorce. Don’t shortchange yourself during a very emotional time. Secure your future BEFORE the divorce is final so you don’t end up wishing things were different.

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