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.

If you have an immediate need for the funds or need them to maintain your current standard of living

What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…

You have done well in life. You’ve saved enough money to last you the rest of your life and then some. That was your first goal.

Today’s thinking is that there is a good chance you could be retired for 30 or more years!

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?”

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

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.