money

Is a 30% Stock Market Return Achievable?

This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…

3 months ago

Inflation Risk – Is Your Money Safe at the Bank?

According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…

2 years ago

The Two Pros & Two Cons of Short-Term Investments

Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…

2 years ago

What to do with your paycheck and how to find lost money.

Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting…

3 years ago

Live Happy and FIRE

Retirement is changing.  There is a shift taking place on how we retire and who can help us get there. …

5 years ago

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

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

Identity Theft-5 Things You Need to Know

Identity theft is on the rise. The most recent statistics (2014), according to the Bureau of Justice Statistics, an estimated…

8 years ago