Wealth Analytics

Practical thoughts on Bear Markets and Corrections

Not if, but when.  Bear Markets are part of investing in the stock market.  This is a fact, you must…

9 years ago

How Long Will Retirement Last? What is My Life Expectancy?

One of the greatest worry’s for anyone who is retired, is running out of money. Of course, if we knew…

9 years ago

Reverse Mortgages- Do they have a place in your Financial Plan?

Many people have heard about reverse mortgages.  They are hyped on TV, radio, magazines and many brokers recommend them aggressively.…

9 years ago

Savings to Spend…Help for Those with Budgeting Challenges

Perhaps the single most important factor in reducing financial stress is managing cash flow. In their book The Millionaire Next…

10 years ago

Market Top? Worried?

Is the Bull market over?  Are rising interest rates going to hurt bonds?  What about the volatility in the Chinese…

10 years ago

Stop-Loss The Hidden Key to Health Insurance Savings?

Many employers provide or share the cost of health insurance, for their employees.  This is a wonderful benefit.  Since many…

10 years ago

Creative Retirement-Housing Options

Last blog we shared some ideas about how boomers may be able to retire on less money than many experts…

10 years ago

Secrets of How Boomers Can Retire Comfortably!

Much has been written about the inadequate level of saving by Baby Boomers in America.  Not a day goes by…

10 years ago

Evaluating and Comparing Your Investment Portfolio’s Performance

One of the most challenging aspects of investing is evaluating investment performance. There is a never ending cornucopia of information…

10 years ago

Should I use a Tax-deferred Investment Account?

However, while tax-deferred growth can be a good deal, paying taxes on the way out may be a bad deal…

10 years ago