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Retirement Planning Is Different For Women: Here’s Why (Part 2)

By |2024-03-10T18:04:20+00:00March 14, 2024|Personal Finance, Podcast, Portfolio|

In this episode, we’ll talk about how women can gain more confidence with their finances. As more women take a proactive approach to money, we want to help them feel comfortable about what they’re doing. We’ll also talk about debt as well as solutions to help women be better prepared for retirement.  

Retirement Mailbag – Living on a Budget, Company Stock, and Spending in Retirement

By |2024-02-20T13:33:48+00:00February 22, 2024|Podcast, Portfolio, Retirement Income Planning|

The topics we’ll cover are anxiety about living on a fixed income, investing in company stock, and shifting your mindset to spending in retirement. These

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Strategic Planning for Retiree Healthcare

By |2024-01-04T15:20:12+00:00January 4, 2024|Podcast, Portfolio|

In today's show, we're focusing on a critical aspect of retirement planning: healthcare costs. How well-prepared are you to handle medical expenses after you retire? Most people haven’t done the necessary planning to account for just how expensive healthcare could be later in life.

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End of Year Financial Planning For 2023

By |2023-12-05T16:52:58+00:00December 7, 2023|Podcast, Portfolio|

Join us as we unpack our 2023 edition of key year-end planning strategies for those nearing or embracing their retirement years. We'll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come.

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Rising Inflation: Should You Be Concerned?

By |2021-09-07T09:56:23+00:00September 7, 2021|Portfolio, Theus Wealth Advisors|

Inflation has been increasingly in the headlines lately. Some pundits say it's temporary. Others say it could lead us back to the economic doldrums of the 1970s. And there are those who remind us that hyperinflation can lead to chaotic social changes. Before you decide who to listen to, you need to be sure you understand what they're talking about. Most people know this basic concept: inflation is when prices go up. However, prices are fluctuating all the time. When inflation makes the news, it's because [...]

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They Want Your IRA.

By |2016-04-07T23:25:05+00:00April 7, 2016|Portfolio|

    If you haven't been following the latest 'discussion' regarding the government's move to enforce a fiduciary status on the brokerage/investment industry, let me bring you up to speed.  There are several things at play. I normally try to keep politics out of things, but at this point, it's more important to share the reality of what this administration is doing, under the auspices of 'making investors safer'. The IRA Rollover Conundrum The new U.S. Department of Labor Conflict of Interest Rules has just passed. [...]

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Investment Demons: Are you a Self-Deceiver?

By |2016-03-11T16:06:30+00:00March 11, 2016|Financial Market, Portfolio|

Investment Demons: Are you a Self-Deceiver?   I've mentioned this before in relation to long-term investment strategies: Sir John Templeton (the father of international investing and considered one of the great investment icons of the twentieth century) often advised that you have to look foolish (sometimes even stupid) in the short-term in order to look brilliant in the long-term. What the gentleman was essentially referring to was the internal strength to maintain one's investment discipline and philosophy in the face of the inevitable bad times that [...]

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As an Investor, Are You an Andy or a Barney?

By |2015-12-23T23:01:35+00:00December 23, 2015|Portfolio|

As an Investor, Are You an Andy or a Barney?   Markets were volatile in the first week of 2016 to the chagrin of some and delight of others. Count me in the camp of those delighted with volatility because I believe volatility is not the boogie man or the monster under the bed. Far from it! Volatility is to me an ally that creates opportunities for patient investors to profit from the actions of others letting emotions get the better of them. Rather than drifting [...]

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