Student ID = Savings

Student ID = Savings

Recently I wrote a post on the discounts that are available to AARP cardholders (click here for link to read the post – 50 and Fabulous). Well retirees (or at least those of us over age 50 who are eligible to join AARP) are not the only groups that are offered discounts. College students who have […]

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Work Hard. Live Long. Plan Right.

Retirement planning is an important process in determining how you will live your life after you stop working.  In trying to best describe in a succinct manner how best to plan for that future, we have three main principles which we address to guide you. Work hard. The premise has been instilled in us since we were […]

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Halloween and Diversification

Halloween has always been one of my favorite holidays. Yes I enjoyed dressing up in various costumes as a kid, but really…it was all about the candy. Everyone in my house loved candy, and this was the one day that you hit payday. All you needed was some stamina, a pillowcase and a group of friends. […]

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Check This When Changing Your Clocks for Daylight Saving Time

November 2, 2014 is the official date for Daylight Saving Time. The time has come to move the clocks one hour back.  And I think everyone could use an extra hour of sleep. Although this means mornings will be lighter and evenings shorter. With the change of the clocks, the customary change of your smoke detector batteries […]

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Working with Couples as a Couple

I guess you can say that Dan and I are unique in the financial advisor world. There are not many married couples who work together as financial advisors. Is being a married couple and financial advisors beneficial to our married clients?    The ability to communicate in a marriage is one of the most important […]

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Working with Clients Focused on the Long Term

We often discuss with prospects that we work with individuals who are focusing on their long-term goals. We help individuals clarify what they are trying to achieve in life.  To drive home the message we thought what better way than with some humor. Enjoy the sketch below, especially before the real snow arrives here in the […]

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5 Behavioral Biases and the Investment Implications

We have consistently written about the significant role people have on their own investment performance. I decided in this post to add a video to mix up the delivery, but not the message. The attached video is from our partner, Dimensional Fund Advisors (DFA), and as we are a strong advocate for investing by capturing exposure to […]

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Investing Like a Bee

What can a hive teach us about playing the market? Plenty, if you know where to look for industriousness, dedication and a clear message delivery. First, I hate bees. I’m highly allergic and after a life-threatening sting sent me to the hospital, I endured shots for the past seven years to insure that I can […]

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Finding Meaning in Retirement

Recently, I sat down with Veronica Dagher of the Wall Street Journal (WSJ) to discuss issues that we will all face in retirement. Here are a few ways folks can prepare for some of the non-financial aspects of retirement.   I have attached the 3 minute video. Click on the title below: Finding Meaning in […]

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Common Misconceptions about Retirement

Baby boomers who are currently in their 50’s and 60’s are beginning to view retirement differently than the previous generations and are redefining what it means to retire.  Which is a good thing as the old model for retirement no longer fits the new reality. In fact, many boomers will consider retirement as a new […]

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