The Home Stretch to Retirement – Your 60’s
Your 60’s is the home stretch and the last decade for you to dot your “i’s” and cross your “t’s.” In your early 60’s, you...
Don’t Forget about Year-End Tax and Investment Planning
As the year draws to a close, you might have a lot of outstanding tasks on your to-do list. One task I would encourage you...
Early Retirement: Can You Get There?
Early retirement – the thought of it can bring a smile to many faces, but how realistic is this goal? Well, that depends on a...
Professional Athletes are Victims of Sudden Wealth
20 year-old athletes have a unique set of physical skills that set them apart from everyone else. If they put in the work, they will...
Smart Financial Moves to Begin the New Year
The New Year 2016 is fast approaching and if economic experts are correct, investors should prepare themselves for living on less as a global low-return...
5 Money Goals for Your 50’s
Your 50’s is a time when you see the fruits of your labor come to fruition. This is typically the period where you will earn...
Stock Markets Volatility: Your Friend or Foe?
The Chinese economy has recently caused some worries which have negatively affected the world’s financial markets. The volatility in our U.S. stock markets has increased...
More Republican Presidential Candidates than Retirement Opportunities?
The title of this article is not quite true, but close. With 15 candidates in place for the Republican nomination, the choices are overwhelming. Just...
Early Preparation is the Key to Financial Success
As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you...
One Critical Expense Most Financial Plans Don’t Address
Three words. Elder Care Planning. With people living so long these days, why haven’t financial planners been more focused on how to help clients who...
