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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]