Want to know a secret? The two keys to 401k investment and retirement success* are: Save and invest aggressively when young Manage risk well in allocations as you approach and enter retirement I know those are oversimplified but they are accurate. Knowing this, when was the last time you evaluated how much you’re saving or […]
Two Keys to 401(k) and Retirement Investment Planning Success Read More »
A frequently asked question in our office is related to the subject of Social Security income and whether it will continue in its current form, be changed or be there at all in the future. Since Social Security checks are many people’s primary source of retirement income, what people are really asking is how their
Rethinking Retirement Income Read More »
Today is Veterans Day and we want to express our gratitude to all the brave men and women who have served in the U. S. military. Thank you for your years of service.
We Salute Our Military Veterans! Read More »
Clients hear a lot about different types of financial risks they are exposed to when they plan for retirement; however, when you boil it all down they really care about only one risk and that is the risk of loss. Investors have lost 40% of their portfolio value since 2000… twice! One loss alone requires
Automated Financial Advice – Robo or No Robo? Read More »
This is the second of two posts on how avoiding investment disasters is no accident. It takes careful and thoughtful planning. In our previous post (here) we discussed how a static risk management approach supplies too little protection in bear markets and too much in the bull markets. In fact, a good analogy is to
Avoiding Investment Disasters: It’s No Accident – Part 2 Read More »
