Here is a question about your retirement plan and when your investments lose value. Whether it’s your 401(k), IRA, Roth IRA, Rollover IRA, or other financial accounts. It could be stocks, mutual funds, REITs or other investments. How much better off would you be...
You have seen over and over again that every few years, the market crashes. Sometimes it crashes hard. For most of your life, you didn’t really care. In fact, if you’re like me, I wanted the market to crash back in those days. Why? Because it was a buying...
I need to share with you misconceptions about retirement planning and how people think of their retirement. Many people have been taught by educators and even financial planners to think of their retirement dollars as a pile of money. For example, you might have...
I was watching a car auction on the TV the other day. One beautiful car after another went over the auction block, some selling for more than $100,000. The commentators kept on referring to the cars as either a driver or a trailer queen. Now for those of you who are...
Are you someone playing it too safe with retirement planning? In our financial planning, we see many people at or close to retirement spending way too much time being worried about what’s going to happen with their retirement money instead of planning what...
How much money do you currently have in the market? All of it? 50% 80%? Did you make a conscious decision to have that particular percentage exposed to market risk? How did you decide stocks, mutual funds, ETFs, bonds, annuities, or maybe a professionally managed...
