You probably don’t often think about how much your portfolio could go up or down at any moment—that is, until the market moves so much that it’s front-page news. Upward movement is thrilling, but downward movement is… well, we don’t have to tell you how that feels. The years 2000 and 2008 probably bring back […]Read More
We don’t have to explain why the yogurt in the back of your fridge expired. And we’re all pretty clear on why you shouldn’t eat it. But what’s wrong with an expired financial plan? How much damage could it really do? An expired financial plan won’t give you a case of food poisoning, but its […]Read More
If a friend or family member were to ask what your investment style is, would you say “active,” “passive,” or “something passive aggressive”? If the latter, you’re probably in the majority. There’s a lot of talk in the financial planning industry about what role active and passive investing should play in your portfolio, and let’s be […]Read More
It All Comes Down to Want vs. Need Congratulations, you’re the next contestant on The Risk is Right! Guess the right amount of risk for your portfolio and you’ll win a worry-free retirement! So, what’s the right answer? The right answer is “it depends.” Yes, you read that right: it depends. We’re sorry to say […]Read More
Signs Point to a Change Coming in Q4 Are you biting your nails over recent headlines about the possibility of a market correction this quarter? If you have a retirement planner, give your nails a rest. We’ll explain why. Is there cause for concern? It depends on what you’re hearing. Are you worried about the Delta variant’s […]Read More
A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried whether you’ll have enough money in retirement, then you probably know the feeling well. What’s driving the apprehension and what can be done to boost […]Read More
Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two different things. Everyone understands the need to plan for retirement. But for some folks, it’s news that the planning doesn’t stop once you get there. In […]Read More
Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder some folks don’t feel comfortable asking even the most basic questions. That’s why today, we’re going to tackle one of those questions: what is a […]Read More
You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make your life infinitely easier. While we can’t vouch for whether their claims are true, we do know one thing that will do the trick: a […]Read More
Let’s Talk About What Keeps You Up at Night If you’re losing sleep over whether or not you’ll have enough money in retirement, you’re not alone. In fact, running out of money in retirement ranks as Americans’ biggest financial worry. Thankfully, peace of mind is within reach. Working with a dedicated retirement financial planner […]Read More
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