Blog 2017-05-09T14:42:03+00:00


The Major Retirement Planning Mistakes

Why are they made again and again?   Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that plague retirees.   Calling them “mistakes” may be a bit harsh, as not [...]

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Comprehensive Financial Planning: What It Is, Why It Matters

  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 comprehensive financial planning entail, [...]

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Fear Must Not Inhibit a Financial Strategy

  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 overreact to it, they may sell low now [...]

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Why You Should Refrain from Tapping Your Retirement Funds

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.   In a financial crush, a retirement [...]

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Are Too Many Baby Boomers Too Indebted?

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 retirement plans.   How serious is the problem? A study from the [...]

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