Business Owners – Is Your Retirement Plan Being Ignored?
According to the financial services industry, the number one reason that clients leave their financial advisor is lack of contact. It is pretty much the same with retirement plans. When clients don’t get called or visited it sends a signal... Read More →
Behind On Retirement Saving? Here’s What You Can Do
Most people when they reach age 50 can see the retirement light at the end of the tunnel. They start to think about all the things they’ll be doing when they stop working. Unfortunately, many people have not saved enough... Read More →
The Four Biggest Risks in Investing
No investment in the world is without risk. Yes, retirees that includes your local bank CD! When you mention the word risk, most people think of the stock market or the potential to lose your money. Unfortunately, risk cannot be... Read More →
Six Keys to Maximizing Wealth for Small Business Owners-Key #1 Diversify Your Investments
Owning your own business is a dream and sometimes a nightmare. I love owning my own business, and I wouldn’t have it any other way. You may already own your own business or just deciding to start one, but it... Read More →
I Built An Emergency Fund-Now What?
Building an emergency fund can sometimes take years. There are so many things you would like to spend the money on and it never seems to take shape. However, you buckled down and now you have that spare change for... Read More →
Why Greece Really Doesn’t Matter
Unless you have been in a coma for the last two years, you’ve certainly heard about the situation in Greece. The financial crisis in Greece has been going on for several years with no solution in site. These headlines have... Read More →
Book Review: The Big Retirement Risk
I have a pretty good collection of books about financial planning and investing. So I’m usually not surprised or impressed by new books coming out about the subject. That was not the case with Erin Botsford’s, The Big Retirement Risk.... Read More →
Oh No! Not Another Market Correction!
Stock market corrections are inevitable and a part of investing. With the most recent stock market correction underway of around 5%, I thought I try to put it into perspective. They are also something that most investors don’t want to experience... Read More →
Fear and Greed: Still the Great Motivators
There is an old saying or theory on Wall Street that investors are driven by two emotions: fear and greed. While that may be an oversimplification, in my 19 years as an advisor, those are the two I deal with... Read More →