Are YOU a Target in the Green Book?
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far
Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.
The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.” Maybe not; but, if history is
Your candidates likely reside in three camps: Not all advisors are alike; and it’s worth knowing how to tell them apart. While the overwhelming majority
Most six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics. I first
Whenever there’s a crowd chasing a solution, there’s a fraudster willing to take their money. While inflation has found people at the gas pump and
There’s more to retirement planning than simply saving money and hoping everything gets covered. Much more is possible if you know how to use the
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.
Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.