A Users Guide to the Easiest Retirement Budget Worksheet If you are retired or nearing retirement, learning to fight inflation in retirement might be the best way to avoid running out of money. This article will help you identify where price increases affect you the most and … [Read more...] about How to Fight Inflation in Retirement
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Does Asset Allocation Still Work in 2022?
If you are like a lot of other people, you probably began your investment journey when your employer offered you a retirement plan. More than likely, your employer-provided some basic information about how to divide up your retirement plan contributions. That is asset … [Read more...] about Does Asset Allocation Still Work in 2022?
Do You Unknowingly Own Russian Stocks? WHAT NOW?
Are you one of those investors who unknowingly own Russian stocks? Let me help you find out. Many Russian stocks have gone from high prices to penny stocks in a matter of days. In contrast, some stocks stand to benefit from the Ukraine Russia War. But how do you know and what … [Read more...] about Do You Unknowingly Own Russian Stocks? WHAT NOW?
Five Common Financial Planning Complaints
The most common financial planning complaints are not about the financial planning process. The most common financial planning complaints are criticisms about the business and the advisors. When I interview a new client from another financial services company, I always ask, "what … [Read more...] about Five Common Financial Planning Complaints
What Is a Good Stock Tip?
Good stock tips are everywhere! Aren't they? There is no shortage of opinions on which stock will be the next winner. Cable news, news publications, and social media are full of opinions on the next best investment. With so many people giving their view on a good stock tip, how … [Read more...] about What Is a Good Stock Tip?
How to Invest a Million Dollars in the Stock Market
How to invest a million dollars in the stock market should be no different from investing a hundred thousand, ten thousand, or a thousand dollars. The key is using the KISS method, keep it simple and straightforward. Three simple questions Ask yourself these three simple … [Read more...] about How to Invest a Million Dollars in the Stock Market
Dumbledore’s Investment Advice
Albus Dumbledore could have given sage investment advice. He was an incredibly wise man. Fictional, yes. But his character could give wise investment advice that many should strive to incorporate in their approach to saving for the future. Here are four key pieces of … [Read more...] about Dumbledore’s Investment Advice
Direct Indexing – simplicity and control
One of the biggest fears that people have with money is running out of it. It doesn’t matter if you have a lot of money or a little. Running out of money is anxiety shared by many. Think for a minute, do you or someone you know still hide cash at home? Why do you think so many … [Read more...] about Direct Indexing – simplicity and control
Active vs. Passive Investing and Direct Indexing
Which is better, active, or passive fund management? In some circles, that question is as contentious as politics. Instead, there is a better question to ask. When is the best time to use each investment style? In the right situation, active management can shine. And in the … [Read more...] about Active vs. Passive Investing and Direct Indexing
Investing in ESG for Your Future
Retirement Investing That Follows Your Morals and Beliefs. One of the biggest fears that people face in retirement is running out of money. And at one time or another, almost everybody, including retirees, faces a moral money dilemma too. That is, most people know that they … [Read more...] about Investing in ESG for Your Future