Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals. You are all set, right? … Read More
7 Ways to Derail Your Investment Portfolio
retirement
Spending Money and Spending Time: Getting a Handle on Both for a Successful Retirement
When planning for retirement, we frequently think about how much money we should have saved, where we would like to live, and at what age we would like to retire…. Read More
Market Timing – What if We Had a Crystal Ball?
What would happen if we could actually time the market and know ahead of time when the lowest point would be to invest? That’s the question that market analyst Nick… Read More
Annuities: Are They a Good Move?
Is an annuity a good move? It’s very confusing to determine fact from fiction with the plethora of information written about annuities on the internet. Like most everything else in… Read More
Should I Keep my Money in the 401(k) or Roll it Over to an IRA?
After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel. Retirement is near, and there is no shortage of… Read More
Disability and Life Insurance for Your Adult Children – How Does That Affect Your Retirement?
You’ve done a good job of saving money over the years by watching your budget, living within your means, investing your money carefully, and putting in place risk management strategies… Read More
It Doesn’t Go On Sale: Don’t Wait Until You’re Older for Long Term Care Coverage
“I cannot wait to pay the premiums for my homeowner’s, car, and long term care insurance policies,” said NOBODY ever. Insurance is one of those “necessary evils,” that we spend… Read More
