financial planning

Market Volatility Happens

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

5 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

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…

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

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…

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