Financial demographics and statistics are confusing, but they provide insight into financial planning. Find out what the data says about retirement today.
Market Volatility can best be imagined as a roller coaster: up and down, sometime sideways, with precipitous drops and fast accelerations. A relatively recent 'wild ride' allows us an opportunity to examine our expectations and determine whether the fear is real or imagined, and how best to keep our perspective. From February 1–5, the US [...]
When planning for retirement, there are certain things you can't control. Account for those unforeseen elements by planning for what you can control.
So... I'm laughing here... reading a short article from a tax attorney friend. He always picks the most interesting material to make his points to financial professionals. I'm adding a bit of a twist to share with you today; sometimes it's good to be reminded of things............... There’s so much news coming out of Washington [...]
The recent suicide of Kate Spade has been all over the news and social media. Many lamented and are puzzled: she had "everything" to live for -- maybe. Depression is difficult for many to overcome. What could she have been comparing her life/success to? As the below article illustrates, and relates to investing, many investors [...]
It’s probably common sense when you think about human nature, but some of the riskiest investments are also the most popular. At least the risky ones generate a lot of interest, even if most folks don’t end up actually making an investment. Let’s look at some of these popular and risky investments.
We often talk about the importance of not leaving a 401k with your old company after you no longer work there. Let’s explore some of the benefits of a 401k rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider. We’ll also answer Roger’s question about handling recent losses in his IRA. And did you know that some students are using their financial aid to invest in Bitcoin? Yikes. We’ll see if J’Neanne’s head explodes when we address that recent headline on this edition of Your Financial Mission.
Sure, you can find a billion answers to your financial questions. But, you can also find a billion answers to your financial questions. See what we did there? The internet’s strength is also its weakness in that it can overwhelm you with choices and opinions. We’ll talk about that issue on this week’s podcast, plus answer Kent’s question about whether he should throw is buddy into the pool at the next neighborhood barbeque because of some questionable financial advice he received. And in this crazy world we’re in right now of privacy and data issues, we’ll ask J’Neanne how she keeps her clients’ info safe and what else you can do to keep your information protected in your everyday life.
No matter how old your kids get, there’s a good chance they’ll still play some sort of role in your financial plan. Let’s talk about some of the common scenarios we see where children somehow come into play during the retirement planning process.