Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to
As we flip the page to December, we often turn our attention to shopping, holiday parties, gift giving and family gatherings. It may seem like just
There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or
Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be
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“What goes up, must come down.” Whether you attribute that quote to Isaac Newton or the band Blood, Sweat & Tears, it is a fact of life
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The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the
Federal Reserve this. Brexit vote that. Market highs and market lows. I have casual conversations getting my coffee in the morning, or out at the
I’m the son of a middle school English teacher. He recently shared with me this exercise he does with his kids. He chooses a word that has a role in different
It’s now law. More financial professionals are going to have to act in their customer’s best interest. For those of you that like to read the news of the day
I’m not a perfectionist. But I certainly do try to get things right the first time. So it’s upsetting when things don’t work out like they were planned. The key
Pick any network, scholar, professional or textbook. When they talk about the most common and fundamental approach to investing, they preach “diversification.”
Pop quiz: How much cash should you be holding?
- A) 3-6 months of your monthly expenses
- B) 1-2 years of your expected withdrawals from savings
- C) Cash is king