Everyone in your family is known for something specific. If you need any guidance on any specific area, chances are that someone in your family knows more information on that subject than you would ever dream possible. Now this may sound unimpressive, but I have been known to send an awesome care … [Read more...] about Perfect Care Package for Your College Freshman
Discovery Starts Your Planning
Financial planning intimidates people. In its early stages, they do not know what to expect, what to answer and what they will have to divulge to create a realistic plan. In this blog post on the planning process, let me remove the fear and talk about how we begin to work with our … [Read more...] about Discovery Starts Your Planning
Elder Scams: What to Look Out For
Scammers are targeting seniors at a rate higher than ever before. From targeting them online to the telephone and even in person. Yes in person! These individuals prey on seniors by being kind and helpful and are very good at gaining their trust. They also will take an approach that time is of the … [Read more...] about Elder Scams: What to Look Out For
VIDEO: Is the Financial Media a Help or a Hindrance
The financial news focuses on stock market volatility and where the market is heading. No one can predict where it will go. The best way to invest is to stay in the market - buy and hold. And, of course, to continue to invest on a regular basis. Don't focus on the noise of the financial media. … [Read more...] about VIDEO: Is the Financial Media a Help or a Hindrance
Never Retire…Keep Moving!
I was at the mall (yes - I am trying to help the stores) and passed by a bulletin board with the following header “NEVER RETIRE”. This caught my attention as the prospect of never retiring is not one that is commonly stated, especially as much of our concern is retirement planning. However, when you … [Read more...] about Never Retire…Keep Moving!
VIDEO: What Can We Learn From Previous Generations About Investing
Previous generations saved money to their portfolios with no intention of selling in the short-term, because they needed that money for the long-term. Our ancestors had the advantage of not being distracted by the 24-hour news media. When you are constantly reminded of investments, the best thing to … [Read more...] about VIDEO: What Can We Learn From Previous Generations About Investing