June 25, 2019
To Convert or NOT To Convert in 5 Easy Steps
If you have an immediate need for the funds or need them to maintain your current standard of living
June 25, 2019
If you have an immediate need for the funds or need them to maintain your current standard of living
May 14, 2019
What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…
April 9, 2019
Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse
March 5, 2019
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?”
February 26, 2019
I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at Six-Year Low.”
February 19, 2019
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.
December 4, 2018
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.”
October 23, 2018
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.
October 16, 2018
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…
October 9, 2018
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.