by John Rothe, CMT | Dec 14, 2017 | Financial Planning
Your approach to building wealth should be built around your goals & values. Just what is comprehensive financial planning? As you invest and save for retirement, you may hear or read about it – but what does that phrase really mean? Just what does...
by John Rothe, CMT | Dec 11, 2017 | Financial Planning
Too often, it persuades investors to make questionable moves. Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question their investing approach. If they...
by John Rothe, CMT | Nov 16, 2017 | Financial Planning
Here are some things you might want to do before saying goodbye to 2017. What has changed for you in 2017? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or...
by John Rothe, CMT | Nov 8, 2017 | Retirement
Resist the temptation. Your future self will thank you Retirement accounts are not bank accounts. Nor should they be treated as such. When retirement funds are drawn down, they impede the progress of retirement planning, even if the money is later restored. ...
by John Rothe, CMT | Nov 3, 2017 | Retirement
Financial burdens could alter their retirement prospects. Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business loans, and lingering credit card balances threaten to compromise their...
