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 »
A tidbit to share. Currently, only 58% of households between the ages of 35 and 64 are predicted to not run short of money in retirement, according to Jack VanDerhei, Research Director of the Employee Benefit Research Institute. To put it another way: Roughly 4 in every 10 households between the ages of 35 and
A Concerning Thought Read More »
Everyone should have an amount of money set aside for that rainy day. It’s important to have money in the bank for emergencies. From my experience it seems when you open that rainy day fund, there is no thought to the rate of return. If you use CD’s, ladder them to get an overall greater
How to Get the Most From Your Bank Money Read More »
It’s that time again. The tax man cometh. Tax time is getting here fast. What planning have you done? I don’t mean gathering your receipts and putting them in order. What have you done to reduce your taxes? I’m telling clients, they should be doing their 2020 tax planning now. Will you be buying or
What Tax Planning Should You Do? Read More »
What can be more harmful to your retirement than the stock market??? EMOTION. EMOTION can ruin your retirement account quicker than the stock market. Counseling the new investor, the first rule, get your emotions in check. Do the research and set emotions aside. Many people make their investment decisions not by common sense, logic or
What One Thing Can Ruin Your Investments? Read More »
