Archive for December 2014
Managing the Effects of Millennial College Graduates on Boomers’ Retirement Planning
I’s a great thing that society values education, but millennial college graduates can affect your financial goals. Unfortunately, little thought is put into managing the effects of college graduates on…
Read MoreWhat I Should Know About My Thrift Savings Plan
Thrift Savings Plans and The Investment Fund Allocation Choices As with all things, understanding the Big Picture can help tremendously in your financial goals. A Thrift savings plan, or commonly…
Read MoreOld Fashioned Financial Independence
Are you looking to become financially independent? True financial independence calls for a combination of hard work, discipline, and a few simple steps which I will outline here. Do…
Read MoreMultiple 401k Plans and Options
Here are some common questions we get asked when it comes to 401k plans. “These days many people have moved around, from job to job, ending up with multiple 401k…
Read More4 Items to Review During Retirement
Items to Review During Retirement Analyze your current portfolio. How much risk are you currently taking? What is the amount of volatility you are willing to accept and does your…
Read MoreCash Value Life Insurance – Advantages and Disadvantages
Cash Value Life Insurance – Advantages and Disadvantages Cash value life insurance has been a big controversy amongst financial planners over the years. Some say it is a great tool…
Read MoreDo I Need an Investment Advisor?
Do I Need an Investment Advisor? Most of us are busy with work, kids, church, walking the dog, possibly caring for an elderly parent, and a variety of other responsibilities…
Read MoreHow to Control Risk in Your Bond Portfolio
Do you wonder how you can control risk in your bond portfolio? Many are worried about interest rates going up and bonds losing value. The good news about bonds –…
Read MoreHow to Create Income During Retirement
Want to learn how to create income during retirement? Your strategy used will be determined during the accumulation phase or the preservation stage. Today I will discuss what to focus…
Read MoreFundamentals of Investing
Don’t fall prey to herd mentality With the government shutdown and other worldwide uncertainties, by “not following the herd,” the investor has opportunity. When we have wars, natural disasters, government…
Read More