Can You “Handle” the Next Market Crash?

If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?

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Modern Portfolio Theory

Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.

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To Convert or NOT To Convert in 5 Easy Steps

If you have an immediate need for the funds or need them to maintain your current standard of living

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Can You Really Plan for Long-Term Care?

Lori and I have our two children, Chuck and Jordan. As any parent, who raised their children in a responsible way, we thought our kids would take care of us to some degree in our later years.

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Understanding Risk

Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined.

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Hurricanes & Retirement Planning

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…

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Risks That You Can Plan For

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.

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