Goals-Based Investing

There’s a difference between monitoring an investment and checking its performance on a daily basis. Rather than being concerned about short-term volatility in the market, consider the future purpose or goal of what you want your money to pay for. This is the fundamental idea…

Retirement Stages

What’s so difficult about planning for retirement? You save; you retire; you spend. If only it were that straightforward. Today’s pre-retirees and retirees have so much more to consider. Longer lifespans mean longer exposure to the possibility of inflation eroding your purchasing power. And then…

What Type of Investor Are You?

Each person is unique. We are composed of many variables, such as genetics, family influence, geographic influence and even the birth order among siblings – a veritable combination of the forces of biology and society.1 So when it comes to managing your finances, the debate…

IRS News to Know

As we head into the final quarter of 2017, it’s a good idea to stay cognizant of any tax issues that may affect your finances come April 2018. Now is the time to review your investments and income distribution plans to help ensure you don’t…

Re-balance Your Portfolio Now, or Suffer the Consequences!

If your investment allocation is out of whack, you’re at risk of a big financial fall! Learn the optimal balance of stocks, bonds and cash that’s right for you. Don’t miss Retirement Solutions Radio show, “Re-balance Your Portfolio Now, or Suffer the Consequences!” Listen Now!…

Assessing Risk in Retirement Income

When it comes to investing, there’s no such thing as a “safe bet.” Every type of financial vehicle has some level of risk, even checking and savings accounts. Back in the 1920s, people believed that the safest place to keep their money was a bank,…

Income Strategies for an 8,000-Day Retirement

By 2030, it’s estimated that 20 percent of the U.S. population will be over age 65.1 That means a fifth of all Americans will be on the fringe of retirement or already retired, a milestone that’s generally perceived to come late in life. But consider…

The Ultimate Retirement Planning Checklist…The B.O.S.S. Retirement Blueprint

Think you’re prepared for retirement? Think again! Get the ultimate retirement planning checklist that could help you avoid making a devastating financial mistake! Don’t miss Retirement Solutions Radio show, “The Ultimate Retirement Planning Checklist…The B.O.S.S. Retirement Blueprint.” Listen Now! Our firm assists retirees and pre-retirees…