A Quick Tip – You might want to check the latest CD rates. There are some attractive short-term notes available. It will offer some safety during the choppy market.
A Tip for the Safe Money in Your IRA Read More »
Okay you got here, you’re going to tell them I’m done. But, now what? You have a lot of choices, in which you should have already done, but if you didn’t.. Did you do a budget? Don’t look at me like I have 2 heads! You need to know your income needs. Get that budget
This thing called retirement. Read More »
This thing called retirement. It comes quicker than you think, lasts longer than you thought, and means different things to different people. Some want to retire early and some never want to retire. So, you need to decide early or never, but start your plan now. First ask yourself – What is retirement going to
This Thing Called Retirement Read More »
It’s important to know where you’re going, and how you’re going to get there. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your goals? Will your investment portfolio actually help you meet your goals? Are you uncertain if you
Financial Planning provides direction and discipline. Read More »
Life is never set in stone, so your plans shouldn’t be either. Your dreams may change, your situation may change and the financial landscape my change. One thing that won’t change: our dedication to helping you plan and track your progress so you can realize your dreams. Growing through service to people is possible due
Sharing the Benefits of Financial Planning Read More »
Financial Planning provides direction and discipline. It’s important to know where you’re going, and how you’re going to get there. It’s also about more than numbers.. it’s about your dreams. Ask yourself these questions: Are you unclear about how your current investments are performing? Is the risk taken in your investment portfolio appropriate for your
Have You Ever Wondered.. Do I Need A Financial Plan?? Read More »
People who die without a valid will, die intestate. In this event, the state in which they resided effectively provides a will through the state’s intestacy law. This means that the state dictates who will receive the estate owner’s property and in that proportion. While state intestacy laws do attempt to provide for a “fair”
What If You Die Without A Will? Read More »
Faced with market declines or market gains, people tend to approach investing in predictable- although not necessarily logical – ways. These reactions tend to be counterproductive to long-term portfolio growth, and it is well-documented how individual investors have historically underperformed broad market indexes when left to their own emotion-driven decisions. Active management adds discipline, through
Should You Consider Active Money Management? Read More »
Are you 72 and taking your required minimum distribution from your IRA? A word of caution. IRA’s holding CDs : because of low interest rates and the amount you must withdraw, you may run out of money sooner rather than later. We may have a solution. Ask us!
There are 10,000 people turning 65 every day and possibly for the next 20 years. Many are not making the right decisions when it comes to their retirement money. I think the most important mistake to note is that their withdrawal amount does not match their investment. Their portfolio is either too risky or conservative
Are You Concerned About Running Out Of Money In Retirement?? Read More »
