There are two major issues that need to be dealt with when planning for retirement. First and most important is ensuring that you will have the income you need, and second is the necessity of having a plan.

I am often asked in regards to the Insight Folios investment strategy “if it’s so good, then why isn’t everyone doing it?” What this question refers to is the use…

“Doing nothing” can be good; however you can’t “do nothing” about your money. Being proactive with your financial plan, and thoughtfully deciding what you want and need from your retirement nest egg may help you to better understand what your long-term financial goals truly should be.

Even the best pilot in the world needs help to get from point A to point B. No matter how long the pilot has been flying, he cannot see and know everything necessary from the cockpit. Air traffic control is always present to inform pilots of the things they can see; but which the pilot cannot.

It’s been said that diversification is only for folks who don’t know the future…. Well I’m going to go out on a limb and say that is pretty much all of us.

A good place to start would be to understand what your investments “need” to do in your retirement portfolio, and in light of your “need,” what investments have the best chances of creating your successful future.

If you are like most, you know that there will be another market crash, but you just don’t know when. History leads us to believe that it will come sooner rather than later. So, if it comes in the near future, are you prepared?

How is planning a successful retirement like playing a game of chess? Let’s break down
some of the pieces on the chess board…

Modern Portfolio Theory has been widely adopted by the financial services industry as the “go-to” investing philosophy.

What does retirement planning have in common with growing a garden? Like the garden, it doesn’t happen overnight; it takes time.