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 1, 2017 | Financial Planning, Retirement
Investors may be lulled into a false sense of security by this market. Will the current bull market run for another year? How about another two or three years? Some investors will confidently say “yes” to both questions. Optimism abounds on Wall Street: the major...
by John Rothe, CMT | Sep 28, 2017 | Financial Planning, Retirement
This is happening in subtle and not-so-subtle ways. You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health care expenses during the rest of their lives. In fact, Fidelity...
by John Rothe, CMT | Jul 25, 2017 | Financial Planning, Retirement
Companies are luring & retaining employees with this key perk. What do your retirement plan participants wish you would offer? Besides the chance to save and invest part of their paychecks, that is? The answer could be “a little more help.” Last year,...
