Tag Archives: Financial Planning

How To Factor Health Care Risks Into Your Retirement Plan

Many of us have been impacted by having to care for a parent or loved one due to health issues, myself included. Here we’re going to discuss health care costs beyond whatever is considered “normal” today. There is no question … Continue reading

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Pump Up Your Social Security Income

Here is an interesting strategy to increase your Social Security benefits from Investor’s Business Daily: Social Security: Spousal Benefit Boosts Your Check BY PAUL KATZEFF, INVESTOR’S BUSINESS DAILY 07/17/2015 05:38 PM ET   One of the most appealing strategies for receiving your … Continue reading

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WHAT YOUR FINANCIAL ADVISOR DOESN’T WANT YOU TO KNOW

We have written about these issues in a variety of posts, “Avoiding The Wolf On Wall Street,” “Looking for a Financial Advisor? The “F” Word You Should Be Aware Of, etc. As fiduciaries building portfolios for our clients, we pay … Continue reading

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BALANCED INVESTING IS PART OF A BALANCED LIFE

As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios.  We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading

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THE IMPORTANCE OF “PERSONAL” IN PERSONAL FINANCIAL PLANNING

Given the personal nature of Financial Planning, it’s no real surprise about the findings of a recent Gallup Poll.  Only one in three U.S. investors were “very comfortable using online technology for investing.”  Among respondents, 44% use an adviser, while … Continue reading

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What We Worry About: Top Three Financial Worries People Have

The number one worry is unlikely to surprise anyone reading this blog, and that is retirement. According to a recent Gallup poll, “A firm majority of Americans, 59%, are worried about not having enough money for retirement, surpassing eight other financial matters.” … Continue reading

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People Make Better Decisions With Financial Advisors

A recent article in Investment News by Liz Skinner quoted Robert Shiller, a well-known Yale Economist and Nobel Laureate, as saying “Everyone needs an advisor.”  He stated “lack of good financial advice was one of the problems that led to … Continue reading

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