retirement

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

How Does The Gift Tax Work?

So you’re thinking about giving a family member some money to help with a down payment on a home. Or…

12 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

Best Places to Retire? Retirees on the Move!

Record home sales have led to homeowners searching Zillow, trying to find the perfect place to move. For some, it’s…

3 years ago

Retiring on State Lines with Financial Freedom

Are you dreaming of retirement, or currently in retirement and dreaming of a new chapter in life?  Once a year…

4 years ago

From Tea Leaves to Talking Heads – The Price of Timing the Market

Investors have a fascination with predictions. Look at the financial media. Turn on any television show, listen to any radio…

4 years ago

Your (Mis)Behavior Can Break the Bank

Creating a financial plan not only gives you a road map to your retirement goals, but it also allows you…

5 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

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