Anything Can Happen At Any Time

Our lives are overflowing with vast emptiness. We should comparably view our investments. Emptiness has a negative connotation. In reality, its definition is centered upon unlimited potential. As human beings, we confront this daily, though we may choose to ignore it. The four most frightening words in English are: Anything can happen anytime.  Our day-to-day…

It’s Not How Old I Am, It’s How Old I Feel…..When Is My Retirement?

Spending time on things you can control is a wise choice. Reading this week’s terrific retirement links falls under this category.   Dollar Cost Averaging is still undefeated. A Wealth of Common Sense A Health Savings Account can turbocharge your retirement. Morningstar Don’t feel guilty about spending money on luxuries during retirement. HumbleDollar The secret…

Timeless Wisdom Never Grows Old

Investors take heed: You are what you read. Absorbing market mayhem by perusing social media shatters more wealth than any Bear Market. Doom scrolling never made anyone financially more prosperous except for the conflicted content creators taking advantage of their prey’s fluctuating emotions. The solution is to read more books. Exercising critical thinking muscles never…

Happy To Have, Not To Have Not…..When Is My Retirement?

Nobody’s perfect. We annoy others also. Don’t let your retirement become one big nuisance. Create a tranquil future by reading this week’s terrific retirement links. You are lucky if you can live a life of leisure in retirement. A Wealth of Common Sense Here’s a retirement checklist for teachers. 403bwise It’s hard to be happy…

Who Knows How Long We Have?

Missing the point of money is at the top of the financial faux pas list. A recent client experience brought this to light. Years ago, a young teacher sought us out for advice. His portfolio was locked in a predatory 403(b) containing a 3% plus expense ratio. After consulting with him regarding these egregious fees,…

The Past Is My Present…..When Is My Retirement?

You won’t find the meaning of life in your retirement portfolio, but it can help fund the search. Read this week’s meaningful retirement links right here.   What if you already have enough money? The CUT Millionaires don’t spend enough in retirement. A Wealth of Common Sense Avoid these mistakes when considering a Backdoor Roth…

Stress Now Or Stress More Later

Ignoring a problem is an indisputable method to fail a stress test. Metabolic flexibility is the body’s ability to adapt to a change in eating habits. Strong metabolic flexibility is a sign of exceptional health. For example, what this signifies in the real world is the capability to work out in the morning without ingesting…

Yesterday I Got So Old…..When Is My Retirement?

True happiness must come from within. Make sure you’ll have the time to focus on what matters. A sound retirement plan allows you to do just that. Start by reading this week’s terrific links. The most crucial retirement plan. A Wealth of Common Sense How we can help you change a rotten 403(b) plan. REAL$MARTICA…

The Stock Market Never Provides Lasting Happiness

It’s foolish to try and quench your thirst by drinking salt water. The same goes for looking to the Stock Market for eternal bliss. A significant detriment to a fulfilling life is searching for things we think make us happy but are just transitory experiences. The more we allow our mind to indulge in these…