Course Outline Section 1: Life Planning for Retirement Traditional vs. new retirement New retirement opportunities Values and objectives in nine areas of life The retirement planning process Section 2: Retirement Needs & Expenses Early retirement trends How long must your money last? Inflation,
You are invited to… An Investment & Retirement Planning Education Course An Educational Course for Adults – Ages 50 + Why Financial Education is Important Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies
A path forward Welcome to August! As we continue to march through a remarkable year, I hope that all of you are doing well and can see a path forward. First, a little financial update - although the GDP - (Gross Domestic Product - is the total
A quick note today on protecting yourself from scammers during these uncertain times that we are living in. We are seeing more concerns with scammers attempting to defraud people during COVID lay offs and the stimulus checks being issued. There is a ton of good information here that I would
I want to tell you a story about a watch. Many years ago my mother passed away unexpectedly. Dad had died a few years prior and so in my late 30's I found myself without parents and quite frankly, I felt kind of lost in many ways. As my
Core Principles Series - Principle #10 - Fact based on an observation of one is not meaningful... There is a fascinating discipline in the world of marketing and decision science called 'Choice Architecture'. This discipline affects your life every single day and most often does so without any of
Core Principles Series - Principle #1 "Don't put all your eggs in one basket". The practical origin of this eggs in a basket phrase comes from the common sense wisdom of placing eggs gathered from the chicken hutch in more than one basket so that if you were to fall
Core Principle Series - Scenario #2 - Jan and the annuity Jan just turned 68 this year and is glad to have the new year bring the potential of better days. Her husband died last June and gratefully he did have a life insurance policy of $250,000. After burial expenses
As the volatility continues, I can always find some calm waters by remembering the fundamentals, sound decision making within the financial markets always come back to them. I am eager to look at earnings and growth, unemployment and inflation. Geo-political problems and unrest trade issues will eventually be resolved and
I wanted to share some thoughts about the current markets that align with my sit and watch mentality. This from FS Investments: Sitting tight In a week dominated by geopolitical headlines, corporate credit was unchanged to modestly weaker, with high yield bond prices slipping slightly toward week’s end amid a