One of the strongest structures mankind has ever produced is the pyramid, and that’s why I’ve chosen to model my ideal investment plan after it. Build your pyramid with stable financial foundation and risk factors.read more
Saving is a skill. It’s a learned habit that needs constant work and attention to maintain at a level that’s healthy for your long-term retirement plan. Keeping an itemized list of expenses can be tedious and the upkeep can be difficult. In my experience, few can...read more
You’re making the effort to stick to the 80 percent rule. Things are going well. Now it’s time to start setting milestones. Having goals can help keep a saving plan on track and motivate you to save as much as—or more than—you can. Before you start saving for a...read more
It’s true, maybe even obvious. It’s too easy to assume that doing the bare minimum when it comes to planning, budgeting, and saving is not only enough, but it is all we can do. We don’t know what we don’t know; we don’t know the little things that can make a big...read more
Unless you come from a business or finance background, investments can sometimes be confusing. Trust me. There are times even I get confounded by market fluctuations. The key is knowing how to react and keep things in perspective. Understanding some basic, fundamental...read more
For most of our lives, retirement is this thing that always lives in tomorrow. That can make it difficult to think about and plan for our retirement in immediate and actionable ways. Even if you have a plan in place, sticking to it closely or feeling an urgency to get...read more
As you approach retirement, the challenges of maintaining a full-sized home that was once populated by your kids can begin to feel burdensome. With life expectancy climbing ever-higher, more and more Americans are retiring with almost half of their life ahead of them....read more
You feel like you’re on solid ground. You’ve done the work and feel prepared for each phase of your retirement – go-go, slow-go, and no-go. Your investments are balanced, your 401(k) has seen regular contributions for the majority of your career. Retirement is just a...read more
You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner - someone who can help you direct and optimize your wealth for the long term. As you begin your...read more
We spend a lot of our life in pursuit of perfection. We know that practically speaking, perfection is unattainable, but keeping our dreams in mind is a crucial guide. Whether thinking about our health, family, home, job, vacation, or car – we know what our ideal is...read more
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