Financial Planning

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

6 years ago

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…

7 years ago

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…

7 years ago

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…

7 years ago

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…

8 years ago

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…

8 years ago

Now the Good News!

Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as…

8 years ago