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November 29, 2022 By Van Richards, ChFC Leave a Comment

Candy & Tax Breaks

Candy & Tax Breaks

Learning From the Past This past Thanksgiving brought up a few memories from my past, candy, and tax breaks. One of my favorite memories is of a candy recipe my grandmother used to make over the holiday. One of my least favorite memories is of a surprise tax bill. I want to … [Read more...] about Candy & Tax Breaks

Filed Under: Financial Planning, Investment Planning Tagged With: financial education, financial planning

July 10, 2022 By Van Richards, ChFC® Leave a Comment

10 Things to Know About Bear Markets

10 Things to Know About Bear Markets

Are you ready for what's coming? We don't go through actual bear markets that often, so the more you know about bear markets, the better you will be able to make informed investment decisions. After all, the overwhelming chaos in the world investment markets makes even the … [Read more...] about 10 Things to Know About Bear Markets

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

May 18, 2022 By Van Richards, ChFC® Leave a Comment

How to Fight Inflation in Retirement

Retired Couple Budgeting

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

Filed Under: Financial Planning, Retirement Planning, Social Security, Stock Market Tagged With: financial education, Inflation, investing, retirement, retirement planning, stock market

October 28, 2020 By Van Richards, ChFC® Leave a Comment

Five Common Financial Planning Complaints

The doctor needed advice

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

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

October 12, 2020 By Van Richards, ChFC​® Leave a Comment

What Is a Good Stock Tip?

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?

Filed Under: Investment Planning, Retirement Planning, Stock Market Tagged With: financial education, stock market, stocks to buy, stocks to watch

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