ABCs

5 Common Planning Mistakes You Can Easily Fix

Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing wealth takes some basic building blocks, but it also requires avoiding certain mistakes along the way.  You may not think a lot about it, but small missteps can have big, negative… Continue reading 5 Common Planning Mistakes You Can Easily Fix

Retirement Planning

Eat the Eggs, Not the Geese

Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum retirement plan that you have to manage and you need make sure lasts the rest of your life. And balancing the needs and wants of today with the needs and wants of the future is an… Continue reading Eat the Eggs, Not the Geese

ABCs

When In Doubt, Ask Yourself: “Why Am I Invested This Way?”

There are many opportunities to question our investment choices. We probably do this when we review our financial statements, read news headlines, or hear a commentator’s opinion on a hot topic, etc. And there’s certainly no shortage of news and opinions these days. So it’s very easy to get caught up in the moment where… Continue reading When In Doubt, Ask Yourself: “Why Am I Invested This Way?”

ABCs

Change, While Sometimes Uncomfortable, Is Inevitable

Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be incredibly uncomfortable, even bringing out fear and anxiety.  I think it’s true that we, as people, prefer order and predictability in our lives, which probably makes us naturally… Continue reading Change, While Sometimes Uncomfortable, Is Inevitable

ABCs

The Three-Step Investment Proccess

Some of your investments will not work, for any number of reasons. The sooner you become OK with that fact, the more emotionally prepared you will be when it comes time to make the next important investment decision. I’m not asking you to feel OK with losing or just shrug after seeing an investment in… Continue reading The Three-Step Investment Proccess