401K Mistakes

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

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Eliminating Unforced Errors

I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.

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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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Every Dollar is Not Created Equal

Take out a dollar bill from your wallet and look at it. Now take out a second dollar bill and look at it. They look pretty similar, don’t they? They spend at the grocery store the same.

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Flirtin’ With Disaster

Having met with thousands of individuals during the 25 plus years of my career, I have noticed most people tend to make similar mistakes.

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CYA: Cover Your Assets

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.

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Who Needs Help

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

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Three Worlds of Money

When you boil it down, there’s really only three places where you can invest money:

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Retirement: You’re at the Helm

People who are living comfortable retirements today typically count on income from employer plans, Social Security, their own investments, and sometimes profits from selling their homes to anchor their financial security.

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Don’t Take Dividends For Granted

I recently read a Forbes Magazine article by Michael Schmidt dated August 27, 2013 named Don’t Take Dividends for Granted. The name itself caught my attention.

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