When you buy clothes, you make sure they fit first. Why not do the same with your financial plan? Shifting your investment focus from growth to income in the years just before or during retirement makes sense for most people. But how do you know if an income strategy is really right for you? Here …
What was the name of your favorite pet? Wait, don’t answer! It could get you scammed! We’ve all seen those innocent looking memes on social media asking fun questions like, “what’s your favorite song” or “who was your favorite teacher?” Millions of people give answers without realizing they’re providing password hints to scammers. Financial scams …
Sure, ghosts and goblins are scary, but in some ways there’s nothing scarier than retirement. It’s that spooky time of year again. But when it comes to true scares, Halloween can’t compete with retirement. The transition to retirement is one of the biggest changes you’ll ever make in life, and for many it is full …
The Summer that began with so much optimism is coming to an end. While Wall Street is still clinging to optimism, its grip may be severely tested this Fall. A host of issues have emerged that could impact all the financial markets just as we head into a season already known for market turmoil. Are …
Skeletons are Piling Up in the World’s Closet as Fall Arrives Read More »
It’s important to understand why it’s dangerous to follow cookie-cutter solutions with regards to financial investments. This comes as a response to the common occurrence among many financial advisors who conveniently suggest existing and readily available solutions to their clients. For anyone to appreciate the depth of the problem, one must first understand that investors …
The Dangers of Following Cookie-Cutter Financial Rules and Strategies Read More »
One silver lining in any disaster is that we learn from it. The coronavirus pandemic was no exception. Governments learned, scientists learned, and hopefully you did, too. Let’s look at Four Personal Finance Lessons from the Coronavirus…
To do the job right, you need the right tools. That’s especially true when the job is your retirement. What is in the toolbox of an advisor who specializes in income? Let’s find out.
In confusing times, it is easy to make mistakes. Are you making one now with your retirement plan? Here are four mistakes you might be making right now and how to fix them
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