June 23, 2018
The Mutual Fund Swamp
Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!
June 23, 2018
Depending on the type of Mutual Fund, they can have stocks, bonds and other investment instruments diversified together and managed by a professional manager. Sounds great, sign me up!
June 12, 2018
After 18 years in the financial services business, I’ve spoken to a lot of people. And in every first meeting with someone, I always ask the question, “What are you concerned about heading into retirement?”
May 30, 2018
In 1966 the Guinness Book of Records named J. Paul Getty the richest private citizen in the world. At his death in 1976, his net worth was estimated at more than $25 billion (in today’s dollars).
May 25, 2018
Let’s look at some of the richest people in the music industry and see what lessons we can learn and how we can apply these lessons to our own retirement planning.
April 2, 2018
I recently did a radio show and the topic was types of risk that many people will face in retirement. The main two that I want to go over today is Market Risk and Inflation Risk. Both of these can take a toll on your retirement investments.
March 20, 2018
Why do we look to the market indexes for our benchmark for success or failure with investing? Are there other benchmarks we should be looking at?
December 5, 2017
Do you know if you can retire early? It’s just a numbers game, do you know how to play?
October 30, 2017
Do you really need a million dollars in savings and investments to retire?
October 25, 2017
Why are so many Americans afraid they will not be able to retire because they don’t know how to put their money to work.
October 24, 2017
The 8 retirement deadlines you need to know to plan the retirement of your dreams!