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

Retirement Planning

5 Tips for Long- Term Care Insurance Planning

We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the number one concern of retirees. You don’t have to do a lot of research or follow a lot of news to know that the costs of care have been increasing significantly over the last… Continue reading 5 Tips for Long- Term Care Insurance Planning

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

ABCs

4 Major Questions for Owning Property Out of State

 #1-525382 So you own/or are looking to own a property that’s out of state. Maybe you are moving and deciding that instead of selling your home, you’ll rent it. Maybe you bought it for someone else, as a way of helping him or her get on his or her feet and offer financial support. Or… Continue reading 4 Major Questions for Owning Property Out of State

ABCs

3 Election Cycle Investment Considerations

#1-521731 The party conventions are over. The political cycle is ramping up. And there is a great deal of noise and fury in the media about the presidential candidates and what the election could mean for business and markets. I write today, to you, MY constituents, investors, with my thoughts. It is not partisan, it… Continue reading 3 Election Cycle Investment Considerations