May 8, 2018

Many times over the course of my career as an investment advisor, the best relationships have been working with people who have spent most of their lives accumulating a retirement nest egg. The not-so-successful relationships have been with people who have what I call t...

May 24, 2017

There has been much discussion and research about retirement income planning.  The most commonly accepted concept is income replacement, which is replacing some percentage or all of the income you earned while working.  You should determine what expenses you will want/n...

April 14, 2017

April 18th is the deadline to file your tax return for 2016.  It is also the deadline to make your 2016 contribution to your IRA or Roth IRA.  For those under 50 you can contribute up to$ 5,500.  If you’re over 50 you can contribute an additional $1000 or a total of $6,...

March 16, 2017

All right, you’ve spent an ample amount of time putting your brackets together.  You’ve picked the favorites and spotted all of the upsets in the process.  All that’s left now is to sit back and watch the annual bracket implosion.  

Yes, “The Madness” is upon u...

January 24, 2017

In the past ten years, we’ve learned a lot of lessons. Though the global financial crisis seems like a distant memory, this is only the 10th anniversary of the onset of a great recession. In addition, we’ve experienced headline-grabbing events such as the introduction o...

November 21, 2016

As we move into the Thanksgiving season, there are many personal things to be grateful for.  I, as well as all of you, can probably create a huge list of what we are grateful for including friends, family, our health and more.  However, as investors and savers, there is...

November 4, 2016

If you’re in an employer-sponsored retirement plan, you’ve probably heard of a target date fund. These are mutual funds that are designed to rebalance according to your age and/or time to retirement. These funds can be owned outside of retirement plans, but are generall...

September 12, 2016

In today’s world, two-career households are as common as two-car garages, which means that there are likely two retirement portfolios in the family as well.  Usually this results in different investment decisions regarding the respective portfolios.  Over the years I ha...

August 17, 2016

One of the tenets of personal financial management is to keep enough cash on hand to handle emergencies that you would have to pay for out of your own pocket if/when they occur.  Ideally, you don’t want to be forced to borrow on credit or use home equity to pay for shor...

August 9, 2016

We continue with our Life Stages Series to discuss how investing should differ depending on your situation. We all know that making your money work hard for you means something different to everyone depending on where they are in life.  We’ve already explored some issue...

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