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…

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
Late in Life Career Changes: Second Acts for Older AdultsLate in Life Career Changes: Second Acts for Older Adults

Late in Life Career Changes: Second Acts for Older Adults

Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…

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…

9 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
Now the Good News!Now the Good News!

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…

9 years ago
Practical thoughts on Bear Markets and CorrectionsPractical thoughts on Bear Markets and Corrections

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

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.…

10 years ago