Archive for September 2012

Is your Financial Advisor addressing Inflation?

The Bureau of Labor Statistics determines the amount of inflation by checking on the price of a basket of goods and comparing those prices to other years.  The difference in those numbers determine the inflation amount if any.  But let’s face it do we really need the government to tell us that prices are going…

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How to Bulletproof your Financial Planning!

The best way I would describe how to Bulletproof your financial planning is like going to the doctor and getting a complete physical.  You really need to look at the big picture.  So many people just look at the return on their investments when there is so much more to look at to determine the true viability of…

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7 Risks in Retirement Planning you need to address!

Retirement planning can be a tricky mine field.  How can someone plan for retirement if they don’t know what risks to plan for.  Below are the risks that should be considered based on research conducted by Morningstar. Longevity Risk- Statistically a couple retiring at age 65 years have a 75% chance that at least one spouse…

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3 Wealth Management Tips to save a Retirement Plan.

1. It is very important to first review exactly what your goals and objectives are in your retirement plan.  Is your goal maintaining income, growth, legacy planning, or a combination of several different things? You should write these things down and all your concerns regarding your goals. This could mean, time period you have to…

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