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March 7, 2023 By Van Richards, ChFC Leave a Comment

TARA, TAPAS & TIARA: Alternatives for Investing Wisely

TARA, TAPAS TIARA: Alternatives for Investing Wisely

TARA, TAPAS & TIARA might not be familiar investment terms, but with a looming recession, you'll want to know these terms. Moreover, they're newly coined terms that refer to a trend several prominent investment experts endorse. In short, I will tell you what these acronyms … [Read more...] about TARA, TAPAS & TIARA: Alternatives for Investing Wisely

Filed Under: Investment Planning, Retirement Planning, Stock Market Tagged With: 401k, financial education, financial planning, investing, retirement, retirement planning, stock market

February 14, 2023 By Van Richards, ChFC Leave a Comment

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Recognizable Stocks vs. Unknown Stocks: Investing Smartly

We all want to know how to invest smartly. But how? One way to look at investing is to compare the known versus the unknown. Here's what I mean. Years ago, my wife and I went to a home and garden show. A vendor that was selling carpet cleaning products caught our … [Read more...] about Recognizable Stocks vs. Unknown Stocks: Investing Smartly

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, investing, retirement, retirement planning, stock market

February 7, 2023 By Van Richards, ChFC Leave a Comment

Reviving Retro Fashion & the 60/40 Portfolio

Reviving retro fashion & the 60/40 portfolio

A Blast from the Past! Reviving retro fashion trends is popular but could reviving the past trend of the 60/40 portfolio be on the comeback too? I used to have bell-bottom pants. How about you? I remember being fourteen and getting bell-bottom pants and platform shoes for … [Read more...] about Reviving Retro Fashion & the 60/40 Portfolio

Filed Under: Financial Planning, Investment Planning, Retirement Planning, Stock Market Tagged With: 401k, financial education, financial planning, investing, retirement, retirement planning, stock market

January 24, 2023 By richardsfinanc Leave a Comment

Being An Accidental Retiree

Being An Accidental Retiree

Discover Your Retirement Identity Being an accidental retiree is one of the most uncomfortable situations I have ever been in. But now I am not. So, what is an accidental retiree? It's a person that retired earlier than expected due to health problems. Nothing is so … [Read more...] about Being An Accidental Retiree

Filed Under: Financial Planning, Retirement Planning Tagged With: financial education, financial planning, retirement, retirement planning

January 17, 2023 By Van Richards, ChFC Leave a Comment

More complicated than it needs to be?

More complicated than it needs to be?

Let's ask Mr. Owl. Have you ever made something more complicated than it needs to be? For example, do you remember the Tootsie Pop commercial with the turtle and the owl? The little boy asks Mr. Owl, "How many licks does it take to get to the center of a Tootsie Pop? … [Read more...] about More complicated than it needs to be?

Filed Under: Financial Planning, Retirement Planning Tagged With: financial education, retirement planning

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