Financial Planning

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

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.…

8 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…

9 years ago

When Investing Read the Not-So-Fine Print!

Oil is on sale! With such low prices, our client Marcus Junius Brutus the Younger has decided that now is…

9 years ago

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…

9 years ago

Why did my Mutual Fund Crash and Burn?

Today’s post is inspired by Charlemagne, who writes in to ask about a sudden drop in value of one of…

9 years ago

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…

9 years ago

What is Financial Planning?

With financial planning, not only do you map out your dreams. Even better, you create a plan for making those…

9 years ago

It Pays to Evaluate Your Investments

A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…

9 years ago

Caution: Robo-Advisor Ahead

Considering how much risk (a lot) is required for a given return (a little), there may be better investment opportunities…

10 years ago