We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail our financial plan, yet FOMO (fear of missing out) is
Continue Reading
Staying the Course Investors tend to see short-term volatility as the enemy. Volatility may lead many investors to move money out of the market and “sit on the sidelines” until
How much can retirees withdraw from their nest egg each year? This is a question that many thought was answered by the 4% rule, first articulated by Bill Bengan in
Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your mind. Have you given thought to what you’ll spend your
Identity theft is on the rise. The most recent statistics (2014), according to the Bureau of Justice Statistics, an estimated 17.6 million Americans were victims of identity theft. That is
Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as follows: Year Rate of inflation 2008 .1% 2009 2.7% 2010
One of the greatest worry’s for anyone who is retired, is running out of money. Of course, if we knew how long we would live it would make the process
Many employers provide or share the cost of health insurance, for their employees. This is a wonderful benefit. Since many receive it as part of their benefits package they often
Last blog we shared some ideas about how boomers may be able to retire on less money than many experts suggest. One of the topics we mentioned was lowering the
Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying the expensive premiums - only to see the value of his policy decline! So, what's Marcus to do -...