Protecting Yourself Against the Next Downturn

Are your investments protected from market volatility? Learn how diversification and rebalancing can help you weather the next downturn.

What’s Your Game Plan For Financial Success?

All of my children play multiple team sports. They have for years, and probably will for years to come. Over time, I have watched them all improve at their respective sports. I, on the other hand, am no better at watching them play. I am a nervous mom in the crowd. (My friends will attest […]

Don’t Disregard The Value Of Your Home

I find that when people evaluate their assets as they move toward retirement, they usually focus only on their traditional investments, things such as 401(k)s, IRAs, mutual funds, stocks and bonds. When looking for a stream of income, Social Security and pensions are examined and calculated. For good reason, these assets and sources of income […]

Think Uncle Sam Will Never Take Your Benefits? Think Again

Jeff Cutter and I often talk to people about the funding problems that this nation faces. The mainstream media likes to talk about the national debt approaching $20 trillion but the number that hits home to those of us who are currently, or will be, relying on a fixed income in our golden years is […]

Don’t Get ‘Sold’

A few weeks back, Jerry, a 67-year-old gentleman, walked into my office and asked about “stress testing” his retirement plan. I do a lot of these stress tests and, frankly, I hear the same thing over and over: “I think I feel pretty good about my plan.” When I asked Jerry what his financial goals […]

In Sickness And In Health, How Will Your Strategy Hold Up?

Anyone who has had or currently has a significant other knows that when everything is going right, every relationship seems perfect. But the truly great relationships, the ones that last for the long haul, are able to survive even during the rough times. Those are the times that separate the truly solid relationships from the […]