Financial Planning

Market Volatility HappensMarket Volatility Happens

Market Volatility Happens

The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach…

6 years ago
Pullbacks, Corrections, and Bear Markets – What’s the Difference?Pullbacks, Corrections, and Bear Markets – What’s the Difference?

Pullbacks, Corrections, and Bear Markets – What’s the Difference?

Over the weekend, a relative asked, “Are we in a bear market?”  I answered his question with, “What do you…

7 years ago
Job Numbers and the Numbers in the NumbersJob Numbers and the Numbers in the Numbers

Job Numbers and the Numbers in the Numbers

Job numbers were released earlier this month, and it was another month, 92 consecutive months to be exact, of positive…

7 years ago
Can I have Your Attention Please?Can I have Your Attention Please?

Can I have Your Attention Please?

Did that headline get your attention?  There are hundreds of distractions around us every minute of the day.  It used…

7 years ago
Market Volatility is BackMarket Volatility is Back

Market Volatility is Back

You’ve seen the headlines, you’ve heard the talking heads, you likely have negative feelings when you see the term blasted…

7 years ago
Retire Now, Live On the Beach, For about $200,000-$300,000Retire Now, Live On the Beach, For about $200,000-$300,000

Retire Now, Live On the Beach, For about $200,000-$300,000

Many people are ready to make the transition to retirement.  They envision living a less stressful, carefree lifestyle.  Where they…

8 years ago
Time to Retire, is it still safe to withdraw 4%?Time to Retire, is it still safe to withdraw 4%?

Time to Retire, is it still safe to withdraw 4%?

How much can retirees withdraw from their nest egg each year?  This is a question that many thought was answered…

8 years ago
Statement Shock-Perception RiskStatement Shock-Perception Risk

Statement Shock-Perception Risk

U.S. stocks are cresting to all-time highs, almost daily.  These are the times when investors look forward to opening their…

8 years ago
New FAFSA Deadlines Help College Financial Aid Application ProcessNew FAFSA Deadlines Help College Financial Aid Application Process

New FAFSA Deadlines Help College Financial Aid Application Process

Applying for financial aid for college is becoming less stressful after President Obama changed the earliest FAFSA filing date from…

9 years ago
Has Investment Volatility Been Keeping You Awake at Night?Has Investment Volatility Been Keeping You Awake at Night?

Has Investment Volatility Been Keeping You Awake at Night?

It sure seems like we’ve had our fair share of investment volatility of this century.  There have been two major…

9 years ago