You’ve probably heard of the Robin Hood story. He’s the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!
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Renters & Squatters
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.
Paul Durso on Morning Break: Financial Checkup
We’re about half-way through the year, and the summer months can be a good time to take a look at your financial fitness. Are you still on track with savings and retirement goals? Paul Durso from Insight Folios shares some advice for a financial checkup.
The Growth Gap
If you have any mutual funds in your portfolio, then you need to watch this!
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.
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?
Want to Retire? Put Your Money to Work!
Would you work without getting paid? Then why would you invest without getting paid? Don’t be afraid of running out of money in retirement, start building your retirement income long before you retire and you won’t fear running out of money in retirement!