Don’t hit the panic button (Can the Coronavirus derail my retirement?)

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

Read More

ABC: Always Being Careful

Even when following the philosophy of a proven successful investor, care has to be taken. Thus the acronym “ABC” may have a new meaning behind it – Always Being Careful.

Read More

The Benefits of Tax-Advantaged Savings Vehicles

Taxes can take a big bite out of your total investment returns, so it’s helpful to look for tax-advantaged strategies when building a portfolio.

Read More

Fisher of Fees

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.

Read More

If It’s So Good…

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…

Read More

Should I Get That Extended Warranty?

There are probably times when it makes good sense to buy the extended warranty. But the question really is “when” to buy it.

Read More

2019 IRA Contribution Limits and Tax Tables

It’s that time of year again! Time to look at your IRA contributions and plan for the best retirement savings strategy.

Read More

Try Doing Nothing: But Not About Your Money

“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.

Read More

Retirement & Flying

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.

Read More

Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge.

Read More