8 Timeless Principles of Investing FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE
Three words. Elder Care Planning. Health Care and Your Retirement With people living so long these days, why haven’t financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is. Having worked for two major financial institutions for several […] READ MORE
About a third of all Americans think that they will not have enough money saved to retire. Carefully planned and executed retirement strategies will get you there — it’s possible to even retire early. Start executing these early retirement strategies today, you’ll be glad you did: 1. Determine the amount of money […] READ MORE
Surviving a Layoff: Take Control of Your 401(k) Corporate Downsizing Getting laid off is never easy, you’re faced with having to rethink your spending… right away! Think about your essentials first and then what you’ll need in order to get back on track. Eliminating unnecessary spending will help you formulate your game plan and […] READ MORE
Defining your Goals Are you thinking about re-evaluating your financial habits for the New Year? You’re not alone. New Year’s resolutions after all are a fancy, delicate way of saying you need to start making changes in your life. The changes can vary from eating habits to spending habits, but they all have one […] READ MORE
When leaving a job, take some time to evaluate the benefits of a 401(k) rollover. The reasoning has to be sound, so let’s look at a few things to consider when evaluating the merits of rolling over 401(k) assets into an IRA. 1. Consolidation – Moving all of your 401(k) accounts at different former employers to […] READ MORE