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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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!

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Pros & Cons of Self-Employment

You’ve grown tired of commuting to a job where you sit in a cubicle and do someone else1s bidding.

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Top 5 Fears Heading Into Retirement

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?”

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Learning from the Richest Musicians

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.

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Honey I Shrunk the Portfolio

Do you get frustrated when you open your investment statements and see you lost money? Learn how to turn a loss into a gain.

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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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Benchmarking Retirement Success

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?

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What You Need to Know About the 2017 Tax Law Changes

Everything you want to know about the 2017 tax and jobs acts that passed in December of 2017.

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