The Four Horsemen of the Apocalypse

Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse

Read More

Growth vs Income

In this article I want to talk about investment mindsets. Specifically the importance of moving away from a “Growth” only mindset to an “Income” mindset with your investments in retirement. Ask yourself the question, “Am I Investing for Growth or Income?”

Read More

It’s Not the First Time, and Won’t Be the Last

I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at Six-Year Low.”

Read More

Financial Resolutions

For most people, it is not hard to come up with ideas for New Year’s resolutions—things like starting an exercise program, eating healthier, reading more books, or getting more sleep. The key is knowing HOW to make those things happen.

Read More

Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.”

Read More

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.

Read More

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…

Read More

Developing A Financial Fitness Program

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.

Read More

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.

Read More

It’s Not All About Home Runs

We’d all like to be able to hit home runs, but the truth is that there just aren’t that many home run hitters out there, even at the pro levels.

Read More