Adam and Beth* struggled with goals of both paying down debt and building some savings at the same time. It was hard, but they had to find a way to do it or their long-term future could be at stake. They had come to understand that time—lots of time—is needed to turn...read more
Fred, a hypothetical investor, was so sure of himself about his investments. He had always handled everything on his own and felt he was doing a great job. Then with some tumbles in the markets and some changes in his life situation, he decided to get a second...read more
Recently, Griffin Miller wrote a terrific piece on retirement downsizing for Bankrate. I’d like to highlight a few of these points here and add a couple of my own. Downsizing can be an enticing option for many retirees to help lower living costs, there’s more to it...read more
What is a cup of coffee worth to you? For many, coffee is a huge part of their morning routine. But could that grande latte from Starbucks cost you your retirement fund? Many of the people I meet with, especially young people who’ve recently entered the workforce,...read more
Most of us will meet the milestone of retirement experiencing some combination anticipation and apprehension. This makes sense: retiring is one of the biggest transitions we ever make. With it, comes gains and losses. You’re asked to rethink your self-concept and...read more
Andrew* was so excited to finally announce his retirement to all his family and friends. His 401(k) account had grown to levels that made him feel secure about his retirement future. His time had come! The problem for Andrew was that it was the summer of 2008. In the...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
You’ve made it. Years of implementing your personal financial plan and preparing for your retirement has finally paid off. You’ve retired according to plan, and maybe even a little early. The hard part is over, right? Well, yes, for now. The whole truth is, that...read more
A surprising number of Americans don’t have an estate plan at all. They don’t have a will, a trust, or any other estate planning documents in place. This is by itself a tragedy for the survivors who are left behind. It is hard enough to lose a loved one, but to be...read more
When it comes to investing, you have probably heard the old adage that tells us: “Don’t put all your eggs in one basket. This is sound advice indeed. But let's consider diversification. If you have too large a portion of your total investment assets invested in any...read more
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