by John Rothe, CMT | Apr 29, 2019 | Financial Planning
After all of those years of saving, investing and planning it’s finally time to retire. But what is it that those who successfully planned for the long term do to ensure their funds last for the duration of their retirement? We like to suggest that future...
by John Rothe, CMT | Apr 23, 2019 | Financial Planning, Retirement
Along with Social Security, guaranteed income from pensions and annuities are key sources of income for retired Americans, the results of a survey conducted by the Insured Retirement Institute (IRI) showed. The survey was completed in August 2018 by 820 Americans aged...
by John Rothe, CMT | Dec 4, 2018 | Financial Planning, Retirement
Entrepreneurs know that it is prudent to build a personal investment portfolio apart from the investment in their own company. However, that is often easier said than done. In reality, a new venture often requires at least several years of risk and self-sacrifice,...
by John Rothe, CMT | Nov 14, 2018 | Financial Planning, Investment Strategies
Does this fast-growing industry fit within financial planning? It’s complicated. Notwithstanding the pros and cons of medical marijuana, the legalization of cannabis for recreational use may be hazardous to your wealth. And then again, maybe it will help you reach new...
by John Rothe, CMT | Jul 30, 2018 | Financial Planning
Strong strategic wealth management habits pay off throughout life. Yet, with age, it is probable that your specific, financial goals are likely to change. Life cycle planning identifies both common goals and investment strategies for the key stages of adult life. This...
